HomeMy WebLinkAboutHousing & Redevelopment Authority Packet 11-20-2003C
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STAFF REPORTS MEETING OF NOVEMBER 20, 2003
CITY OF-PLYMOUTH HRA
AGENDA
PLYMOUTH HOUSING AND REDEVELOPMENT AUTHORITY
THURSDAY, NOVEMBER 20, 2003 7:00 p.m.
WHERE: Medicine Lake Room
City of Plymouth
3400 Plymouth Boulevard
Plymouth, MN 55447
CONSENT AGENDA
All items listed with an asterisk (*) are considered to be routine by the Housing and
Redevelopment Authority and will be enacted by one motion. There will be no separate discussion
of these items unless a Commissioner, citizen or petitioner so requests, in which event the item will
be removed from the consent agenda and considered in normal sequence on the agenda.
1. CALL TO ORDER - 7:00 P.M.
2. APPROVAL OF MINUTES
3. CONSENT AGENDA*
A. Plymouth Towne Square. Accept Monthly Housing Reports
B. Approve revised PTS Adminissions and Occupancy Handbook.
C. Approve resolution requesting the City sell the property at Northwest Boulevard and
Schmidt Lake Road to the Plymouth HRA.
4. NEW BUSINESS
A. Review application for financial assistance from Hammer Residences.
B. Discuss 2004 Plymouth Towne Square operating budget and reserve accounts.
C. Discuss 2004 HRA Budget.
D. I.O.C.P./Prism Housing Week
5. ADJOURNMENT
K
MEMORANDUM
To: Anne Huriburt & Jim Barnes
From: Kathy Boesen, Managing Director, Plymouth Towne Square
Date: October 10, 2009
RE: PTS Monthly Report for September 2009
October Newsletter and October Calendar attached
August financial statement attached
000 ng
New residents moved into apartrnent 107 on September a and another couple moved
nto apartment 913 on September e. A single resident in apartment 118 moved to an
available one bedroom (323) on September 271°. This leaves three two bedroom
apartments (118, 219 and 329) available. Apartment 219 is rented for October. -
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Administrative.
Kathy was on vacation from September SP to the 25'". Jody filled in part-time and the
caretakers took care of the building.
Re -verifications and apartment showing continue.
Plant Operations
Mike painted apartment 323. Carpet and bathroom vinyl were installed in this
apartment..
Mike re-Iamped the entire building's hall lights (ceiling and wall). This made a. huge \
difference in the lighting.
Resident Services
The residents enjoyed the accordion music by Maks Dubinskiy on the 2nd. 1`he noon
lunch was on September Vo and their Get -Together was on the 10r where they served
a chow mein dinner to all in attendance. They really enjoy the time they spend doing
these monthly events.
They also had a piano sing along with Ruth Johnson. She remains one of their fa-orite ON
0
entertainers:
The Resident Meeting was on the W and we celebrated the birthdays for the menti
with cake and coffee.
The Pancake Breakfast and blood pressure check was on the
iftnencial - .
Legal and other Professional fees are over budget due to the. Center for Energy and
Environment Study. The fee for the study was $2642.
it
PLY14OUT14 TOME SQUARE
BALANCE SHEET
AUGUST_ 31, 2003
ASSETS&
CURRENT ASSETS
PETTY CASH 500
CHECKING-- OPERATIONS 12,582
SAVINGS -SECURITY DEPOSIT 38.p944
A/R - TENANTS 7,358•
A/R - OTHER 10,113
DUE FROM CITY OF PLYMOUTH 22,562
INTEREST RECEIVABLE 19,000
PREPAID WORKERS COMP 1,231
M=REPAID PROPERTY INSURANCE 4,350
TOTAL CURRENT ASSETS
FIXED ASSETStLAND 459,247
LAND IMPROVEMENTS 75,323
BUILDINGS 5,663,963
FURNITURE & EQUIP -GENERAL 207,399
FURNITURE & EQUIP-HSKPG 10,484
EQUIPMENT -COMPUTER
ACCUMULATED DEPRECIATION&
7,659
A/D FURN & EQUIP -GENERAL 1,850,643)
TOTAL..!FIXED ASSETS
i P7N-CURRENT'ASSETS.
INVESTMENTS -WORKING CAPITL 572,.368
INVESTMENTS -DEBT SERV FUND 640,468
INVESTMENTS -CAPITAL IMPRV 272,691
INVESTMENTS -NEW DEBT SERV 16,494
BOND DISCOUNT 51,113
BGND ISSUANCE COSTS 28,475
UNAMORTIZED START-UP COSTS 2,930
UNAMORTIZED ORGANIZ COSTS 155,166
ACCUM AMORTZ-ORGANIZ COST 95,055)
NON-CUtm:ENT ASSETS
TOTAL ASSETS
116,640
4,573,432
1,6 44,650
6,334,722
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PLYMOUTH TOWNE SQUARE
BALANCE SHEET
AUGUST 31, 2003
LIABILITIES:
L '
URRENT LIABILITIES
ACCOUNTS PAYABLE TRADE
ACCRUED INTEREST
401K WITHHOLDING PAYABLE
ACCRUED REAL ESTATE TAX
ACCRUED MISCELLANEOUS
ACCRUED SALARIES/WAGES
CURRENT MATURITIES-L.T.
TENANT SECURITY DEPOSITS
TOTAL CURRENT LIABLITIES
LONG TERM LIABILITIES
BONDS PAYABLE
TOTAL LONG TERM.LIABILITIES
TOTAL LIABLITIES
EQUITYe.
CONTRIBUTED CAPITAL
RETAINED EARNINGS
TOTAL EQUITY
CURRENT YEAR INCOME (LOSS)
TOTAL LIABILITES & EQUITY
M
2,307)
76,784
135
17,280
4,878
1,389
110,000
34,320
4,750,0.00
4,790,000
1,000,000
271.,634
2422,429
4,9922,429
1,271,634
70,659
6,334,722
Baa==own
N
REVENUE
RENTAL aEVE11E1
RE61KOT SEATS
NDN INCIVIDUALS
NET RENTAL REnM
OTMED FROPERI9 REVENESt
BEAUTY SHOP RENTAL
SAAASE RENTAL
111FST ROM REVENUE
LAIPW REVENE
TRA115FER FEE WINE
RISCELLAIEOU5 REVENGE
INVESTMENT 14COAE
TOTAL OMEN FAO REVENE
TOTAL REVEMB
IKFiIE 111NUENT
FOR INE RUTH MO 111111 10116I1.'90ED 111EII9T 31, 2003
I I I I I 1 1 1 1 1 1 1 131ARENT FERIRO 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1: 1 1 1 1 YEAR -10 -DATE 1 1 1 1 1 1 1 1 1 1 1 1
ACTUAL BUMETED FMI1(mui E ACTUAL MOSEtED FAVIIUSFMI E
40,056 43,000 1,1441 15.01 351,245 345,500 11,1531 11.11
24,525 22,500 2,025 9.0 100,174 100,000 8,514 4.0
65,301 6),300 11191 21 16,018 573,500 1,310 3
150 300 11501 150.01 1,540 2,400 1401 33.01
1,830 1,740 90 5.2 14,534 13,920 614 4.4
210 IIS 35 20.0 1,960 1,400 560 40.0
1,177 070 S01 35.3 1,591 6,960 6SI 9.1
700 200
1 8 64 N
3,000 4,600 11001 111.11 35,616 36,100 11,1141 13.01
1,115 1,68! 15101 6.61 61,575 61,480 95 2
77,556 73,115 16291 1 .91 508,593 506,180 1,413 2
c• nYMWiN fOYE EODAAE
INCORE surElRNr
TO THE NONTN AD 116111 NOMAS ENDED AMY 31, 2003
I l l l l t l l l l l l =EIT PE110D 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 11111-TO-BATE 1 1 1 1 1 1 1 1 1 1 1 1
ACTUAL ROUTED FAVIIWAV) 7 AEIBIL ROUTED EIVIIWWII I
f
OPERATING MISER
c
EASmm EIPENSESt
NAri16EI 6ALAIIEB 2,d1 2,710 12111 110.01 75,361 21,680 11,6151 17.11
MINTEMIX SALARIES 1,921 1,110 1111 11.71 15,537 16,800 11311 15,01
COM(EEPING SALARIES 656 100 1561 110.0) 3,110 3,200 12901 17.51
Ir
EMPLOYEE KWIIS 675 960 213 29.1 1,313 8.5"761 3.1
AEAIRRITRAININB 230 250 100.0 2,000 21000 100.0
olm PERSONNEL COSTS 206 263 61 23.0 2,199 1,670 15291 131.71
TOTAL PERSONNEL EIPENSES 6,293 6,435 192 ;.0 2,151 51,130 19211 11.81
PROPERTY AORINISIRATIOU
OFFICE SUPPLIES A EIPENSES 722 110 fell (6e-61 1,712 1,120 11521 173.61
SANL CNRRSES 93 25 1581 1232.01 631 200 0111 1115.31
YOUR LEASEIRAINTISEPAIBS 03 253 112 61.5 1,131 2,090 186 11.0
DOES A WISCRIPTIONS 16 10 361 1360.01 106 BO 1261 132.51
i
MOVIE MILEAGE 70 70 100.0 9 160 151 99.1
rE1lPxoaE wt 13 271 11.71 1,6A9 1,600 1811 11.81
LEGAL A AIMED PROFESSIONAL 7,612 95 12,3911 15711.11 2,667 3M 2,2121 1653.91
AUDIUMI FEES 300 300 7,100 2,900tLICENSES. PERMITS 6 RIES 65 63 100.0 570 520 100.0
RANMMIT FEES 6,000 1,000 32,000 3:,900
POIU6E109ERN16M1 RELIVE" 60 60 100.0 136 180 396 11.1
PRINrlA6 is 25 100.0 200 200 100.0
IESIIENT SERVICES EIPENSE 120 ISO 30 10,0 1,153 I,BSO 391 71.3
816CELLAKDOS PIUPERIV 23 25 107.0 200 200 100.04
TOTAL PROP ABRINISTRA1l01 1,091 5,693 2,103) 167.21 46,07 16,210 16111 I'll
RAWTING 1 LEASING:
a
UTILITIESs
UIILIIIEB-ELELIRIC
OIILITIES•MAITER 5 SERER
UTILITIE6.61S
TOTAL UTILITIES
CLEARING:
SUPPLIES•6ENERAL
CLEARING SUPPLIES
CONTRACT LABOR
TOTAL CLEARINS
REPAIRS B NAINTENMI[E:
CONTRACT LABOR
IUILIILS A OWNS SUPPLIES
REPAIRS I RAINTEAANCE
ELEVATOR REPAIRSIMINT
MVAC STPPLIES E REPAIR
RISCELLAMEOUS Big EIFENSES
UNIT TURNOVER
IBM REMOVAL
RATER 60FIEKA
NEST CONTROL
LANK CAREISMh REMPAIL
TOTAL REPAIRS A RAW
t. 1
aTnaurx;_}stul6xE
IRCOIE I
FOR TUE AOIITR AND EIORT WIND ENOEB WAY 31, 2003
I t f 1 1 1 1 1 I 1 1 1 CIpIRENT FEI1100 t l 1 9 1 1 8 fill I I f if IIIIIII TEAR•10-011TE l t 1 18111181 1
ACTUAL BUDGETED FAMUREAVI C ACTUAL 11101E19 FAVII(WAVI 3
2,265 7,000 12651 113.31 13,966 13,175 12411 it's)
493 540 47 0.7 3,150 4,320 1,162 26.9
572 000 221 20.5 21,710 16,100 5,1701 37.11
3,330 3,340 10 .3 31,394 34,145 14,2491 112.41
is 75 100.0 416 600 194 30.7
253 50 12031 (406.01 1,571 400 1,1771 1294.31
30 50 100.0 400 400 100.0
253 115 111) 144.61 1,993 1,400 15931 147.41
30 50 100.0 403 400 1$1 1 .01
966 175 1711 1440.6) 1,076 1,400 14161 134.01
1,669 3,270 1,609 49.1 25,151 26,220 462 1.0
217 719 IBI 17.91 2,299 2,232 671 13.01
224 1,010 116 71.1 9,456 8,080 1,3761 117.0)
100 100 100.0 R00 B00 100.0
400 1,115 1,235 17.0 26,660 13,720 112,9401 94.31
419 490 111 (4.0) 3,218 3,200 781 12.41
735 324 09 71.5 1,159 7,597 034 32.7
122 256 111 50.0
156 760 4 .. 7,934 6,wo 11654) 130.51
5,016 8,091 3,075 38.0 79,550 64,980 1+,5701 22.41
t. 1
PLIMOTN TOOK am
INCK ITATEREIT
FOR TOE 06011 AND E1611 BOOTNS ENDED AMY 31, 2003
t 1 1 1 1881113 1 CURWI PERIM 1 1 1 1 1 1 1 1 1 1 1 I t l l t l l l t.: t t VEAR•10•DATE I I I I I t 1 1 1 1 1 0
ACTUAL OIIIGETED FAV/IUAFAVI t ACRIAL W06ETE6 FAMONFAVI I
DENU I AT I ON/AMRT I IAT IONi
r'
IEMIEATIOM 18,000 11,000 111,000 111,000
A1UAII7CIAI101 270 214 ., 2,192 2,192
f:
TOTAL DEFREC/AMIII 18,210 18,274 106,192 106,192
TRES/INTEREST/11MAACE..
FA1MR1 11 LIED OF PROP TRIS 2,160 2,160 17,200 17,283 3
MEREST EIPEISE 12,505 22,650 10,151 09.8 129,810 181,232 lt,4;2 20.4
PROMPT IMANCE A21 1,150 529 06.0 I,7TS 9,200 0,025 41.1
TOTAL IAtES/1111110 13,289 25,964 10,680 41.1 151,865 207,715 5,850 26.9
TOTAL OPERATING EIPEASES- 56,098 61,970 11,476 16.9 511,735 552,572 34,131 6.3
t
NET OPERATING INEW 16,051 5,211 10,80/ 201.2 70,658 50,401 36,250 105.4
f
a
Q
PLYUOIIM lorAE RODUE r ,
MORE ITATE911
FOR THE EIERT MOTHS ENTER AUSU91 31, 7003
JAN FEB OAR AM RAY 3UN JUL AUG REP OCT UW DEC YTP
REVENUE
RENTAL REVENUE:
RESIDENT RENTS 07,689 12,883 13,363 17,836 42,085 02,803 60,176 60,856 338,213
NR INOIVIOWLS 21,590 73,265 77,562 22,532 20,269 21,568 25,283 21,525 188,57/
NET RENTAL REVENUE 61,279 66,118 65,975 65,368 66,337 67,312 66,009 65,381 576,018
OTHER PAWERIV REVENUES:
BEAUTY SHOP RENTAL 200 200- 760 710 200 150 150 1,510
56RAGE RENTAL 1,030 1,530 1,917 1,530 1,000 1,199 1,500 1,530. 16,531
GUEST AODM REVENUE 665 160 765 100 710 1,960
LAMY REVENUE 916 900 528 900 1,226 900 716 1,177 7,991
TRANSEEI EEE INCOME 200 200
RISCELLAEOUS REVENUE 10 IS 8 61
INVESTMENT MORE 6,923 1,973 6,862 3,000 3,800 3,000 3,800 3,800 33,686
TOTAL OWER PROP REVEAOE 8,601 7,653 9,025 6,730 1,066 7,111 7,179 1,175 61,515
TOTAL REVENUES 72,503 70,001 15,150 17,098 13,103 10,316 13,1O5 72,336 381,393
i
PLYNDDIH TOM SDUAAE
INCOME BIAIERENT
FOR THE EIGHT LAMINS ENDED AMY 31, 2003
JAN FEB NAR AM MY JUN JUL AUG SEI MY Nov DEC YID
OPERATING EIPENSES
PERSOIaEL EIPENSES:
MMGER SALARIES 7,911 2,693 2,981 2,885 2,910 2,885 2,981 7,181 73,365
MIRIENAMM SALARIES 2,407 1,611 1,948 1,636 2,123 1,115 1,931 1,121 15,537
NNEVEEPING SALARIES 192 501 457 442 4" 442 456 456 3,440
ERPLOYEE BENEFITS 1,191 1,005 1,004 1,501 963 I,OAA 1,311 675 8,313
OTHER FER60NNEL COSTS 711 150 296 358 774 382 265 204 7,199
TOTAL PERSONNEL EIPENSES 7,042 6,020 6,691 6,372 6,140 6,602 7,016 6,743 52,854
PROPERTY ADRINISIMTION:
OFFICE SUPPLIES A EIPWKS 167 163 95 177 9 111 373 222 1,277
MNK CHARGES S9 6B 64 42 40 49 46 83 431
EQUIP LEASEIMTNTIREPAIAS 243 743 243 239 258 213 213 83 1,754
DUES 6 SUBSCRIPTIONS 48 12 46 106
EMPLOYEE MILEAGE 9 9
TELEPHONE 596 74 73 581 603 515 SEB 602 4,664
LEGAL A OTNER PROFESSIONAL 1,642 2,647
AUDITITAI FEES AO 300 300 300 300 300 300 300 2,400
MIAGEMENT FEES 4,000 4,000 4,000 4,000 4,000 4,000 4,000 4,000 32,000
POSTME1001116111 DELIVERY 37 62 37 136:
RESIDENT KnICES EIPENSE 191 207 120 311 312 101 94 170 1,153
TOTAL PROP ADNINISIRMOR 5,563 5,617 5,395 3,613 5,630 5,351 5,613 0,090 46,001
HARKEIING 6 LEASING: - '
PLYNWIN ZONAE MME
INCO E STATENENT
FOR THE EISNI HORTHS EASED AMY 31, 2003
JAN FEB MR APR NAY in JOL AUS REP OCT Nov DEC VTI
UTILITIES:
UTILITIES-ELECTAIC 1,342 1,409 1,382 1,434 1,708 7,091 2,133 2,263 13,966
UTILITIES -RATER 6 SERER 392 392 310 363 339 425 112 191 3,158
UilLitlES{AS 4,237 4,586 5,289 3,221 1,500 1,120 746 572 21,270
TOTAL UTILITIES 6,171 6,387 6,981 5,020 3,547 3,636 3,321 3,330 38,394
CLEARING:
SUPPLIES -GENERAL 381 IS I9 416
CLEARING SUPPLIES 317 3Li 35 25 270 58 310 253 1,577
TOTAL CLEARING 317 690 35 40 210 58 29 233 1,993
REPAIRS 4 MINTERANCE:
CONTRACT LAHR 404 403
BUILDING A GROUNDS SUPPLIES 176 20 45 55 133 90 Il0 946 1,876
REPAIRS 4 MINTERARCE 3,197 1,415 2,769 2,199 5,222 2,022 7,164 1,669 25,158
ELEVATOR REPAIRS/MINT 062 288 280 217 288 287 2,299
HVAC SUPPLIES 8 REPAIR 3,106 431 214 2,162 2,800 224 9,156
0111 TURNOVER 1,147 3,161 2,382 11,011 3,520 4,923 480 26,660
IMSH RERDVAL. 401 404 405 409 403 419 IIB 419 3,270
RATER SOFTENER 341 334 369 221 235 235 1,758
PEST CONTROL 127 120
LARK CARE/SROM REMOVAL 1,186 778 2,746 9% 156 756 156 7,934
TOTAL REPAIRS A MINI 1,889
I
7,484 6,006 6,051 19,030 9,780 11,294 3,016 79,530
i
7
i
n
INCOME STAIEMEkl
FOR THE (16111 RUINS ENDED AU DUSTu.mw
JAN rm FAR APR BAY JUN JUL AUG SEP OCT NOV DEC ,,o
DEPRmmmNIAMORT/Mmw
mPRE:vnmo m18,000 18,000,19,00018,00010,0019,000 11,000 18,000 141,000
274 274 274 274 274 774 274 274 2,192
TOTAL DEPRECIArATI m.o^ m.n^ 19,274 10,214 18,214 18,274 m.n^ 16,2" 46./92
o//w.
PAYMENT * LIEU mPROP MIS xw w w x./w 2.169 ,.xm w m 17,790
INTEREST EIKKSE 22,654 22,634 oxm 12,503 12.50S 17,303 nn 129,810.
mmn, 1,150/./m I'm 11150 w") ^o o x n,
TOTmmuo/w,/m 25,961 25.964 25,297 15,811 7,971 15,205 15.295 15,794 n*m
TOTAL OPERATING ,IFEMSEo n.,m 70,436 w.^n 35 m^ w.^o 67./u w.w^ n,
w 5,565 vw r,%m 6,039 13,444 6,056 16,050 70,658
i
Rl R. T WN E
October 2003
OCTOBER BIRTHDAY
Q AV?" MEND=
ELEANOR NAPOLITAN
VIOL.& SOUCY
RAR.RAR.A $UCHHOLZ
BERNARD EYLER
LEONA PETERSON
ELAINE LEONARD
MARY WILSON
HEN HARLSON
TONY POMERLEAU
CAROL LOGAN
SHIRT TV SHAY
NANCY BALDINGER
DORRId WHM
DON CARLSON
BILL LEACH
2
6
7
8
12
16
17
18
20
20
21
23
26
26
27
29
The Libra
Apt. 328
Apt. 207
Apt. 223
Apt. 124
Apt. 303
Apt. 125
Apt. 309
Apt.. 321
Apt. 114
Apt. 313
Apt. 228
Apt. 112
Apt. 302
Apt. 327
Apt. 318
Apt. 105
Barb Roberts has completed organizing the videos in the library
that were donated by Bettie Allison's idaughter. They are now
ready for you to check. out. Stop by the library and see if there
is a video you would like to watch. There are also tapes of the
latest Plymouth City Council Meeting on the shelves for you tc.. )
watch. Thank you Barb for all the work you did in the library to
get the books and videos organized. Looks great!
Resident, please remember to catch you're apartment doors so they do not
slam. The slamming can startle residents in apartments near you.
14
We are moving into a new season of the year and some of you will be
changing door decorations. Remember all door decorations have to be
sprayed with fire retardant. Just write a work order and explain what your
door decoration looks like and Mike will come around and spray them.
If you have a party in the Activities Room and use the refrigerator, please
remember to remove all food items that are yours when you are done.
If you subscribe to any of the Star Tribune papers that are wrapped with a
rubberband, save them and give them to Thelma Paine in apartment 227
and she will give them to the paper carrier.
Please save General Mills Education Box Tops from any General Mills
product and give them to Kathy in the office. Our church nursery school
is collecting them. Thank You!
sun Wt No VMS 2=1 i 1 1O I
1
Nil
1.
L YIOOYIIr j 101! }
If the Vets contacts you for donations, please make sure you ask them
for the date they will be picking up. Do not put out your donation
any sooner than the night before the pick up.
Q%
PES Eff P
n
Von are all invited to join us in celebrating
Plymouth gown Squares 8111 Anniversary Party.
We will be serving dessert and coffee
on October mt11. PrugraHrstarts 21 6:30 p.1n.
in the dining room.
cntertalument
and special guests.
Lum lime lalicels i e rou! all
OaOcld'er. d/0 a ri ld
NALLOffEN PARTY
FWAY - OC1'O8ER 31"
x:00 P.M.
ENTERTAINMENT -
SHA WN SWEENIE
FEEL FREE TO WEAR A COSTUME!
DAYLIGHT -SAVINGS TIME ENDS ON SUNDAY OCTOBER 26TH..
TURN YOU CLOCKS BACK ONE HOUR.
A
A
j
YOM KIPPUR 1* October 6,, 2003'
Yom Kippur, the "Day of Atonement, " marks the end of the
10 -day period known as the "High Holy Days, " which this
year starts at sundown on Sunday, October 5t'. In Leviticus
16:29-31, it is written that "You must fast and do no -
work ... This is because on this day you have all your sins
atoned ... It is a Sabbath of Sabbaths to you ... This is a law
for all time." It is a mitzvah (good deed) to fast an
demonstrate self-mastery over bodily needs. (Fasting is
done to attain a spiritual state of mind.)
LUST A REMINDER! .
THE ON-CALL CARETAKER FOR THE WEEKEND
IS LISTED ON THE BOARD BY THE OFFICE.
IF YOU NEED ASSISTANCE, CALL THA1CARETAKER..
4
GET TOGETHER
October a at 5:30
sign up sheet as to what to bring is on
the bulletin board.
North Memorial will be here again this year to give
flu shots to those of you who wish to receive thenIft
Below is some information on the shots
you should be aware of.
Quick Tips Regarding Influenza
What is Influenza?
ltifluenza, commonly called "the flu, ' is caused by the influenza virus, which infects the
respiratory tract (nose, throat, lungs). The flu spreads froin. person to person when an infected
person coughs, sneezes or talks and the virus is sent into the air. Unlike many other viral
respiratory infections, such as the common cold, the flu causes severe illness and life-threatening
complications in many people.
When Is the flu season in the United States?
hi the US, the peak ofthe fiat season can occur anywhere from late December through March.
The health impact (infections and deaths) of a flu season varies from year to year.
Myth #1
Flu shots cause -the flu. False. The licensed injectable flu vaccine used in the US, which is
made from ina u%mtted or killed flu viruses, cannot cause the flu and does not cause flu illness.
Myth #2
Flu vaccine does not work. False. When the viruses in the vaccine and circulating viruses are
similar, the flu shot is very effective. There are several reasons why people think the flu vaccine
doesn't work. People who may have gotten a flu vaccine may then get sick from a different
virus that causes respiratory illness but is mistaken for the flu; the flu shot only prevents illness
caused by the influenza vino. In addition, protection from. the vaccine is not 100%. In the
elderly and those with certain long -tem medical conditions, the flu shot is often less effective in
preventing illness. However, in the elderly, flu vaccine is very effective in reducing
hospitalizations and death from flu -related causes.
Information from Centers for Disease Control (CDC) website:
www.cdc.gov/ncidodldiseases/flulfacts.htnt
J
SCRAPBOOK[NG CLAA
Everyone is welcome to attend a Scrapbooking
Class in the Activities Room
on Sunday October 19'h
from 2-5:00 p.m.
Cost is $8.00 for all of your materials.
Further information on. the bulletin board)
11
WELCOME NEW RESIDENTS!
Avmm and Yevgeniya Mendyuk in apartment 328
j' Tony and Betty Pomerleau in apartment 313
Elmer and Helen Ritter in apartment 107
HEALTH MAGAZINES
I have ordered two health magazines for you to read.
They will. be on the coffee tables by the mailboxes in a blue 3 -ring
notebook. One is the Tufts University, Health and Nutrition Letter
and the other is the Mayo Clinic Newsletter. I will add the new
ones monthly to the notebook. If you see a specific article you are
interested in and would like a copy, feel free to use the copy
machine in the office. Please do not remove this notebook from the
area so everyone can enjoy them.
4 October 2003
Monthly Planner
ANW Cdudar &=W F _ 'kAN
man he
S M TAW T F S S M T W T P S
r 5-e i
8:30 AM Tai Chi Chih
10:00 AM Bibles Swdy
10.00 AM Resident
CCK
8:30 AM Tai Chi Chib
4:00 PM Poker
610 PM Cards (Sal-)
a n u n is i w ri ori &i a 1'30 PM 3/13 Cuda DR 7:00 PM BINGOi &i
r: assesses is IsIs &tais&ai
a ar so a
S 6 7 8 9 10 I1
9M AM Clench 8:30 AM Tu Chi Chib 910 AM dal-AiRille 8:30 AM Tai Chi Chill 10.00 AM Rebkleal 8:30 AM Tai Chi Chip 610 PM Cards (Ss1.)
Service 7:00 PM BINGO fmxmvml 10:00 AM Bible study Colles 4:00 PM Pak"
YOM KIPPUR 9&370 AM Men's Club 1:30 PM 3/13 Cards OR 700 PM BINGO
r 5:00 PM Cards(Tue.) 530 PM GET
HAPPY FEET FOOT CARE TOGETHER
12 13 14 15 16 17 18
9:00 AM Chaeh 8:30 AM Tai Chi Chib 9:00 AM Dial-A-RWIL 8:30 AM Tai Chi Chile 10:00 AM Resident 8:30 AM Tai Chi Chile 6:00 PM Cards (So.)
lkrviee 310 PM SCHWAN'S hrmwvdml 10:00 AM Bible Study Colles 410 PM PAa
7:00 PM DINGO • 9:30 AM Meu's Club 1:30 PM 3/13 Cards DR 7:00 PM BINGO
COLUMBUS DAY 5:00 PM Cuds(Tue.) 6&70 PM ANNIVEW
OBSERVED SARY PARTY
19 20 21 22 23 24 25
2&00 PM SCRAP 8:30 AM Tai Chi Chile 9Aa AM dal -A -Ride 8:30 AM Tai Chi Chih 1 &00 PM RESIDENT 8:30 AM Tai Cbi Chih 8:30 AM -10:00 AM
BOOKING 710 PM BINGO UMEMAW 10•.00 AM Bibb Study MEETING 410 PM.P&a PANCAKE
9:00 AM Clench
Seaviee
9:30 AM Moses Club
5:00 PM Cards(Tue.)
1:30 PM 7/17 Cards DR 710 PM F
FFItoAMCOFOFFER
KPAS
30
AM1
Blad Pressure
OO PM Cards
26 27 28 29 30 31
9..00 AM Chneh 8:30 AM Tai Chi Chih 9A060,10611 -A446 8:30 AM Tai Chi Chih 10:00 AM Resident 8:30 AM Tai Chi Chib
Service 3:00 PM SCHWAN'S tel 10:00 AM Bible $lady C9/res 2:00 PM IIAUA)WE-
7-00 PM BINGO 9:30 AM Meu's Club 1:30 PM 3/13 Cards DR 710 PM BINGO EN PARTY
DAYUGIIT-SAVING 5:00 PM C rds(Tue•) 410 PM Poky
TIME ENDS
ANW Cdudar &=W F _ 'kAN
N.
3A.
MEMORANDUM
To: Anne Hudburt & Jim Bares
from: Kathy Boesen, Managing Director, Plymouth Towne Square
Date: November 13, 2003
RE: PTS Monthly Report for October 2005
November Newsletter and November Calendar attached
September financial statement attached
OccupancyAlAarketthg
Internal Moves
Apartment 118 (two-bedroom) was occupied by a single resident that moved to
apartment 323 (one -bedroom). 323 needed new carpet and bath vinyl - cost
1,472.14. The vacated Apartment 118 was occupied by residents from 114 (two-
bedroom), which remains on the vacant list below. A transfer fee of $200 was
collected.
Apartment 219 (two bedroom) was occupied by a single resident (plus a new
roommate) from 309.
Apartment 309 (one bedroom) was occupied by a single resident from apartment
303 (two-bedroom). 309 required new carpet. bath and kitchen vinyl — cost
2317.31.
New Move In
New residents moved into apartment 329 (a two bedroom) on October 17'".
Vacant. Unleased Apartments
1'14 two-bedroom
301 two-bedroom (comm;lment pending)
303 two-bedroom (commitment pending)
Vacant Leased Apartments
132 two-bedroom (anticipated move in 12/1/03).. The current resident is vacating
because of the need for a care center. This apartment will need carpet and kitchen
vinyl.
330 one -bedroom the resident passed away on October I to. This apartment will Of
creed carpet and bath vinyl. A single in a two-bedroom will move in by January 1.
Administrative
Kathy attended a Housing Meeting at Willow Creek Apartments on Mediation and
troublesome tenant issues. The topic was interesting and the information helpful.
Re-verificadons and apartment showing continue.
Plant Operations
Mike painted apartment 309 and 330, which are both one -bedroom apartments. He
lubricated all the apartment windows in the building.
Jody and Kathy set up the new sound system for the dining room for the Anniversary
Party. The residents say they can hear much better with this system.
Northland Fire and Security was here to check all the fire extinguishers.
Mike put up all the outside holiday lights while the weather was pleasant.
T & 0 Landscaping was here to blow out the lawn sprinkler system and prepare them
for winter.
Dave MdCown Building Drywall was here to do the dry wall repairs in several areas in
the building. Cost W9a:
Enviro Clean was here on October 30 to sweep the garage. Cost $221.52.
Current Limited was here to do the bi-monthly Flow and Damper Test.
Resklent Services
Plymouth Towne Square's Ninth Anniversary Party was on October 15. Jody
Boedighetmer from Grace Management was there along with Bob Stein, Ann Huriburt
and Jim Barnes. We had entertainment by Jimmy Martin on the piano. Dessert was
served and door prizes were given out. We had over 100 residents attend. Those who
did had a great time.
North Memorial came to give to flu shots to about 44 residents. This is a wonderful
service provided by North for our residents.
The Halloween Party was on October 31 with dessert, music by Shawn Sweenie and
door prizes. The residents loved Shawn and he will be returning to perform at another
date.
The. Resident Meeting was on October 29. We celebrated the birthdays for the month
with cake and coffee.
The Pancake Breakfast and blood pressure check was on the 251h.
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DID YOU KNOW?
Lee Olson donated a new single rc ilaway bed that may be used
by PTS residents. it will have to be checked out in the office.
THS LNKS LEE!
If you use the outdoor plugs this winter, there will be a $15.00
charge for each month.
The office is always collecting old eyeglasses for the Lion's Club.
Mike (our caretaker) was very wise to put the building Christmas
Lights up when the weather was descent outside. He also had a
great helper, thanks Denise. Great job!
41 residents participated in the flu shots .given here by North
Memorial.
The shopping carts need to be returned to wherever you got
them from. Not just left on the elevator!
A fresh egg will sink to the bottom of a glass of water and an egg
that is not fresh will float.
Kathy Is always in need of volunteer ticket sellers. It's an easy job
and a good time to sit and chat with residents.
Leonardo Da Vinci invented the scissors.
Boarder Book is having a Senior Saving Day, November 11-13.
You will get a 20% discount.
Mosey Along With Moe Travel, will again be having a light tour
on Thursday, December 18d'. Charge will be $20.
On November 4d' the Vets will do a pick up at PTS. if you have
anything to go, please put it in the front entrance the night
before.
Measure wealth not by the things you have, but by the things
you have for which you would not take money." „
NOVEMBER BIRTHDAYS
LES GEIS 4 Apt. 119
LILLIAN SEADO 21 Apt. 126 - -
rnrn
SPECIAL MUSIC
Nordkap Male Chorus (Norwegian Male Chorus)
Brent's uncle is a member of this group)
November 10'"
7:00 p.m.
GET-TOGETHER
Chow Mein Dinner
November 12't'
5:30 p.m.
snroa
SPECIAL MUSIC
Western Music - 'The Dos Offbeat"
Dave & Margaret Moiler
November 189'
2:00p.m.
VETERAN'S DAYt. 0 ' Armistice. Day)
November 11, 2003
In 1918, on the 1P hour of the 11 a' day in the 11 m month, the
world rejoiced and celebrated the end of WWI. November 111' is a
day to honor those who fought and especially those who died in the
line of duty. Now it is a day to honor veterans of all wars.
a THANKSGIVING DAY
November 2 7, 2003 0
Thanksgiving Day is a national holiday, celebrated only in the
United States, celebrating our many blessing. '
NEW REGULATIONS FROM
WASTE MANAGEMENT
our trash collectors)
You may no longer dispose of TV's, VCR's, microwaves, radios or
any other larger appliances in the trash down in the garage. Waste
Management will fine us if these Items are found in our trash bin.
If you need any of these appliances disposed of, there will be a
charge. just talk to Mike our caretaker. J
1
61
Doug the Pharmacist from Cub
Will be here on Wednesday, November 191"
At 2:00 p.m to speak on Pharmaceutical issues.
THE RESIDENT MEETING WILL BE
WEDNESDAY THE 26TH
BECAUSE THANKSGIVING IS ON THURSDAY.
HOLIDAY DECORATING DAY
Friday, November 281'
9:00 C.A.M.
Anyone willing to help on this day to
decorate PTS for the holidays,
please meet in the dining room.
Come and join the festivifiesl
WELCOME TO OUR NEW RESIDENTS
John and Phyllis Slattery
IN APARTMENT 3291
TONY & BETTY POMERLEAU
NEW RESIDENTS IN 313
Greetings to all at PTS from the new residents in #313, Tony and Betty
Pomerleau, formerly of Brooklyn Center. We lived in the same house for
over 50 years so have had trouble downsizing to an apartment.
We had 3 daughters and 4 sons. We have one son Joe who has Down's
Syndrome and is a frequent Saturday night visitor here. We also have 12
grand children and 6 great. grandchildren. The latest being twin boys born
in June.
Tony loves to bowl, play horseshoes and cards and I love to listen to my
hymns and gospel. tapes and crochet.
Everyone says we will love it here and after meeting some of the peop
whck.have been so nice and friendly, I believe we will.
HOIAIDAY DINvER
TUESDAY, DECEMBER 9m
6:00 P.M.
jk TICKETS $3.00
TICKETS WILL 60 ON SALE
DECEMBER 15*, 2m & 3w. NO TICKETS
WILL BE SOLD AFTER THESE DATES!
A
November 2003
Monthly Planner r("0416pD"
PMW by CeMndar Crwa Pha an 1013WM
1
6A0 PM Cards (Sal.)
2 3 4 S 6 7 8
9AO AM C wwh 8:30 AM rai Chi Chih 9A0 AM Diat.A.Ride 8:30 AM rai Chi Chih 10:00 AM Resident 8:30 AM rid Chi Chih 6:00 PM Cards (Sat)
Senke 3:00 PM SCHWAN'S tuacen dX1011:30 PM 3/13 Cards DR Cones 4.00 PM Poker
7:00 PM BINGO 9730 AN Men's Club 11:00 AM MOE'S
3:00 PM Cards(Tue.) TRAVEL SHOW
HAPPY FEET FOOTCARE 7:00 PM BINGO
9 10 11 12 13 14 15
9:00AM Chinch 8:30 AM Tai Chi Chih 9W AM OlOI•A-EMI 8:30 AM Tai Chi Chih 10:00 AM Resldeat 8:30 AM Tai Chi Chih 6:00 PM Cards (Sat)
Saekce 7A0 PM DINGO S:
30
1:30 PM 3/13 Cards DR 4:0 PM Poker
7100 PM SPECIAL A9Mn,s Club90313 PM GET 7: 00PM DINGO
MUSIC
00
PMCarWuc.) TOGETHER
VETERANS' DAY
16 17 18 19 20 21 22
9:00 AM Church B:30 AM rsi Chi Chih i 8:30 AM Tai Oil Chih 10:00 AM Resident 8:30 AM Tai Chi Chih 8:70 AM - WOO AM
s^'ice 3:00 PM SCHWAN'S MAIMLIMeoM.".
s9J0AM Clab 1:30 PM 3/13 Cards DR CORes 4:00 PM Poker PANCAKE
BREAKFAST7:00 PM BINGO 3:00 PM SPECIAL 2:00 PM DOUG FROM 7:00 PM BINGO 9:3d AM Blood Preesurc
music )
swpm2325
CUB 6:00 PM Cards (Sat.)
24 26 27 28 29
9.o0 AM Clraeh 8:30 AM Tai Chi Chih 9.:00 AM Oiol•A•Ride 8:30 AM rsi Chi Chih NO MNCOFFF.r: 8:30 AM rai Chi Chih 6:00 PM Cards (Sat.)
Sawke 7:00 PM BINGO I 1:00 PM RESIDENT OFFICE CLOSED 9s00 AM IKILIDAY
9130 AM Mao's Club MEETING THANKSGIVING DECORATING DAY
S:w PM Ca4KTue.) DAY 4:00 PM Poker
OFFICE. CLOSED
30
y T
9;00 AM Chlaeh
gpY
pTT gM
7 s I r s 1 s osffs .ron 7 e •lou uu
n u u u 19 n u u 19 19 0 19 19 s1
ADVENT BEGINS
1970 21 nDIf 2s 71 ff Lb Db 77
ss n 19 19 ss so >• 19 b u
PMW by CeMndar Crwa Pha an 1013WM
kiCIL
DATE: November 14, 2003 for the Housing and Redevelopment Authority Meeting of
November 20, 2003
TO: Plymouth Housing and Redevelopment Authority
FROM: Jim 8rriet; Housing Manager, through AnneurlHbuttExecutive Director
SUBJECT: Proposed Changes to Plymouth Towne Square Admissions and Occupancy
Handbook
BACKGROUND:
From time to time staff updates the Policies for Plymouth Towne Square along with other HRA
programs. The last update to the PTS Admissions and Occupancy handbook was in March of
2002 when the Board adopted changes to the rent structure and made other modifications to
update the handbook.
Recently staff received a call from the Department of Housing and Urban Development inquiring
about PTS. They had received a call from someone who thought we might be in violation of the
Fair Housing laws. to discussing the building with HUD staff, it was determined that we were
not in violation of the Fair Housing laws, however certain language used in our Admissions and
Occupancy Handbook did not conform to language approved under the law.
Specifically, there were two issues that needed to be addressed The first issue relates to what
type of building we are and how we refer to it both orally and in writing. The regulation requires
us to refer to the building as "housing for persons SS years of ageor older" instead of the phrase
housing for elderly persons living. in the City of Plymouth, Minnesota". This may seem to be a
trivial issue, however HUD has determined that using this phrase alleviates any question as to
whether a housing community meets the regulations under the Housa:g for Older Persons Act of
MS.
The second issue also came about from the conversation with HUD. HUD informed us that if we
do not have a minimum age for all occupants, we would have to rent to an applicant if they were
age -eligible and had a younger child or grandchild living with them. For example, if an
applicant is SS years old and has permanent custody of an eight-year old grandchild, we would
be required to rent to them under the law. Staff has reviewed all of the current. and past residents
at PTS and verified that the youngest applicant to reside in the building has been 57 years old at
the initial time of lease. Therefore, staff is recommending that the HRA Board set the minimum
age requirement at 55 years of age to conform with the federal regulations.
Staffbas also taken this oppommity to remove obsolete sections to the Handbook such as the
nmrim rent determination, and made min wording changes to make the Handbook more
Consistent
10-
0
1 recommend that the Plymouth Housing and Redevelop Authority Board of
Commissioners adopt the revised Pbmouth Towne Square Admissions and Occupancy
Handbook.
ATTACHMENTS
t. Redlined version of the Plymouth Towne Square Admissions and Occupancy
Handbook
NIcamomip lSrAF7REPUatA@0021YTStlrodEootaevhi=7. MAoc
I
J
I
ADMISSION AND OCCUPANCY
HANDBOOK
FOR PLYMOUTH TOWNE SQUARE
Plymouth, Minnesota
JANUARY 12, 1994
Revised Am9 yember 2003
Owned by Plymouth Housing and Redevelopment Authority
Managed by Grace Management. Inc.
4
F!
ADMISSION AND OCCUPANCY HANDBOOK
FOR PLYMOUTH TOWNE SQUARE
TABLE OF CONTENTS
INTRODUCTION AND PURPOSE 1
APPUCA77ON PROCESS 2
PREFERENCES. 3
ELIGIBILITY REQUIREMENTS .. 4
WAITING. LIST 5
INTERVIEW PROCESS 6
RENT DETERN MA77ONS .... 7
OCCUPANCY STANDARDS ....... 9
SECURITY DEPOSITS 10 r
PET POLICY ..._ ..... 10 •/
VERIFICATION REQUIREMENTS AND PROCEDURES .... 12
INITIAL CERTIFICATION 12
ANNUAL RECERTIFICATION ..............13
INTERIM RECERTIFICATION 14
MISREPRESENTATION ..........r....r....- 16
DEFINITIONS _ ......... 17
J
2.
I NTRODUMON AND PURPOSE
The philosophy of Plymouth Towne Square (PTS) Retirement Community is to provide
affordable housing to persons aqe SS Ma and old.-Idedy pemes living in the Gi p of
Plymen% Minnesota The F.•cility is owned by the Plymouth Housing and Redevelopment
Authority (HRA) and subsidized by the taxpayers of Plymouth, Minnesota Grace Management,
Inc. has been contracted to provide management services.
Plymouth Towne Square is located on Plymouth Boulevard, 2 blocks north of the Plymouth City
Hall. It is a 99 -unit, 3 -story retirement community. The building has a community, mom with
adjacent kitchen, guest room, beauty shop and 68 -stall underground parking.
THE PURPOSE OF THIS HANDBOOK 1S TO PROVIDE POLICIES AND
GUIDELINES FOR TOWNE SQUARE STAFF TO FOLLOW DURING THE
IADMISSIONANDOCCUPANCYPROCESS.
T A FF ON16V AND NO* DISTRIBUTED THE RESIDENT COMMUNOWV.
All changes to these policies must be approved by the Plymouth Housing and Redevelopment
Authority (HRA) Board of Directors and implemented by Grace Management, Inc. The
i'lymouth Housing and Redevelopment Authority, by written direction to the Housing Manager,
may grant exceptions to these policies when justified by special circumstances.
J
FJ
APPLICATION PROCESS
The HRA may, from time to time, authorize the Manager to open applications for residency at
M. Applications will be accepted only if there is an expectation that there may be a vacancy in
the building within a reasonable time, and the waiting list has been reduced to the point that the
Manager will not be able to fill vacant units from thr cunent list.
A written application is required for admission to Plymouth Towne Square or placement on the
waiting fist. The application includes fWnRy household. characteristic information, preference
information, source(s) and estimate(s) of anticipated annual income and assets, and screening
inf xn7wdon.(prior landlords and credit history).
Persons who wish to receive an application for occupancy may call or write to Plymouth Towne
Square and request an application be sent to them. All applications will include the following:
IntWuctory Letter
Application
Ma &cdng Brochure
Self-addressed Return Envelope (not stamped)
Applications will be returned to:
Plymouth Towne Square'
15500-37t° Avenue North
Plymouth, MN 55447
Attn: Manager
Returned applications will be date stamped as they are received. Applications that are not
completed in full will be returned to the sender with a letter stating where itis incomplete. Staff
will not process incomplete applications.
The Manager will conduct an initial review of the application to determine if the applicant
qualifies for Plymouth Towne Square. If an applicant DOES NOT qualify for housing, they will
be notified in writing the reason for ineligibility. If an applicant DOES qualify for housing helshe
shall be assigned a place on the waiting list based on the date and time of receipt of the
applicationand the following preferences:
To
I PREFERENCES:
I
fir'
J
L. Applicant is 62 years of age or older and a resident of Plymouth that meets the low
income limits established by the HRA.
2. Immediate Family live in Plymouth and applicant is 62 years or older and meets the low
income limits as established by the HRA.
3. Applicant is between SS and 61 yaws old and a resident of Plymouth and meets the low
income limits as established by the HRA.
4. Immediate Family live in Plymouth and applicant is between SS and 61 years old and
mats the low income limits as established by the HRA.
S. Other applicants
Plymouth Towne Square complies with all Federal, State and local Fair Housing and Civil
Rights Laws. Plymouth Towne Square is an equal opportunity community and will not
discriminate based on race, color, creed, religion, sex, national origin, age, family status or
handicap. Civil Rights laws and equal opportunity requirements cover application. intake,
resident selection and unit assignment.
3
ELIGMILrrY REQUIREMENTS
Plymouth Towne Square is open to all individuals whose Head of Household or Spouse is at
least 55 years and older regardless of income. However, preference will begiven to those
individuals and families whose Head of Household or Spouse is at least 62 years of older,
Annual Income falls below the Low Income limits or is a resident of the City of Pb -mouth. All Ihousehold' members must be at least 55 years of an at the time of occimancv.
Ineligibility
Applies= determined to be ineligible shall be notified by letter within 30 days of the
determination by the Manager. The letter shall state the reason the applicant is ineligible, and
that the applicant has the right within a reasonable time (specified in the letter) to request a
review by the HRH's. Housing Program Manager. If, after the review, it is determined that the
applicant is still ineligible, the applicant shall be so notified in writing.
An applicant may be ineligible for participation in the Plymouth HRA's senior affordable
housing program if the applicant or another member of the householdf@wAy:
1. Does not age qualify.
2. Was evicted for nonpayment of his/her share of rent or for damages done to a unit
somewhere else and the court requited payment was not made by applicant; or,
3. Has engaged in conduct at previously leased premises which:
L resulted in physical injury to other residents or other residents' guests,
b. endangered the life, safety and welfare of other residents or other
residents' guest, or.
C. caused substantial and extraordinary damage to the leased premises or the
property of other residents or other residents' guests on theleased
premises.
4: Has committed drug-related criminal activity, or violent criminal activity.
5. Has committed bribery, fraud or any other corrupt or criminal act in connection
with any federal, state or local housing program.
4
WAITING LIST
Applicants will be notified by mail and. by telephone when a suitable unit becomes available.
The Manager will offer a vacant unit to the first applicant on the waiting list qualified for the size
of unit available, based on the time and date of the application and in order of the preference, if
any,. -for which the applicant qualifies. Tewne Management will document the day, time
and type of communications used in the effort to reach the applicant and notify himlher of the
available unit.
When an applicant has refused the offer of a unit, it will be documented. If any eligible applicant
refuses three times, they will be removed from the waiting list.
Any mailings to the applicant which require a response will state that failure to respond within
ten days will result in the applicant's name being dropped from the waiting list. An extension of
ten days to respond will be granted, if requested and needed as a reasonable accommodation for
a person with a disability.
If an applicant fails to respond to a mailing from PTS, the applicant will be removed from the
waiting list. If the applicant did not respond to the PTS request for information or updates
because of a family member's disability, the Manager will reinstate the applicant in the
applicant's former position on the waiting list
If a letter is returned by the Post Office without a forwarding address, the applicant will be
removed without further notice and the envelope and letter will be maintained in the file. If a
letter is returned with a forwarding address, it will be re -mailed to the address indicated.
If an applicant is removed from the waiting list for failure to respond, they will not be entitled to
reinstatement unless the Manager determines there were extenuating circumstances beyond the
person's control.
The Waiting List will be purged not more thanone time each year by a mailing to all applicants
to ensure that the waiting list is current and accurate. The mailing will ask for confirmation of
continued interest.
Once the updating is complete, applicants will be notified in writing of their new position on the
waiting list.
It is the responsibility of the applicant to notify Towne Square of any address and phone
changes.
4
INTERVIEW PROCESS
When an appropriate unit will be available in the new future, the Hausieg Manager will
interview the applicant and obtain current information about the family's circumstances. The
Messing Manager may ask applicants to bring certain records and documents to the certification Iinterview. At the interview, the Messing Manager will:
A. - Confirm and update all information on the application.
B. Explain program requirements, verification procedures and penalties for false
information.
C. Confirm througb a Malate documentation the ace of the anolicant(s). I
6:D• Review the financial information on the application and specifically ask Applicant
whether any member of the household:
1. Receives the types of incomes listed under income definition and if the applicant
is receiving a form of income not reported on the application, ask the applicant
about the source of income and document the applicant's response in the file.
2. Has any assets. t
E. Ask thea to sign the. release of information
consent portion of any verification request used for them.
IiF. Require the jgglic an to give a written certification Iastowhethertranyhmilymemberdid/did not dispose of any assets for less than fair
market value during the two years preceding the effective date of the
certification/recertification. The certification will include a list of all assets disposed of
for less than fair market value, the dates disposed, the amount received, and the asset's
market value at the time of disposition.
Require the Mlicant s to disclose and document all
social security numbers or execute a certification when a social security number has not
been assigned.
fi.H. Tell the W2fic n funily that a final decision on eligibility cannot be made until all
verifications are complete.
M:1. Inform the ggplicant that Federal laws prohibit Towne Square from discriminating
against individuals with handicaps. In summary, Towne Square -has the responsibility for
making reasonable accommodations in policies, providing auxiliary aids, making units
and facilities accessible and permitting handicapped persons to use assistive animals
when they provide Applicant with equal housing opportunities.
1-J. Inform applicants of housing rules and amenities.
L9
11 0
RENT DETERMNATIONS
The amount payable monthly by the Hou holdfwaily as rent to the Housing and
Redevelopment Authority (HRA) is determined by their Annual Income. In all cases, Residents
are responsible for their phone and electric bill and garage rental in addition to their monthly rent
charge.
Ae—etq through August; 2003ft
Rom for Residents seempoag PT -6 as efienosFy 1, 20W sitall be deienrAned
the meR& 9;Ampm 2002.
as fellows, Oneugh
Subsidy Papism will as! enee -h.
Resadeat Real will be based eR 33 pemem of their adjtwed membly Room@ but 1h
New Residents as of March, 2002 and Existing Residents beginning September 1, 2002:
All ResidentsibmiIies shall pay at least the minimum monthly rent for their units or 35% of their
adjusted monthly income for their rent and utilities, whichever is greater, up to the full market
rent.
Unit Size Minimum Rent Utility Allowance Full Market Rent
1 BR 5200 S26 5782
2 BR 5300 SS3 51,001
iGarage Rental $30
7
Computation of Annual Income:
Ml payments from all sources received by the Anally -Need -of Household if
and any addifibW member of the faWy household Oka' be
See ANNUAL INCOME definition)
2. If circumstances arise where it is not feasible to anticipate a level of income over
a 12 month period, a shorter period may be used, but subject to a recertification at
the end of such period.
The NRA reserves the right to adjust nears bated on building operating expenses and
owhead and annual changes in median income for the MpLd&. Paul metropolitan area,
as determined by HUDfrom time to time.
3
8
OCCUPANCY STANDARDS .
The Heasing Manager will take into account the need to avoid overcrowding with the new to
make the best use of available space and to avoid unnecessary subsidy, the number of persons in
the household, and the relationship and sex of those persons. Typically, unit determination will
be as follows:
1. Single applicants would have their choice of one -bedroom units, as available.
2. Marriedapplicants would have their choice of one or twr bedroom(s) units, as
available.
3. Two unrelated or related tsiblinesl adults and persons of the opposite sex may • .
occupy a two-bedroom unit.
4. Single applicants may be allowed to occupy a two-bedroom unit if a written
certification that a one -bedroom unit is insufficient to meet the medical needs of
the resident and a larger unit is necca my mum be jLobtained from a reliable,
knowledgeable professional. Justification for the larger unit must also be
provided. Assigmnentof a larger size unit is only to be made at initial occupancy
or annual recertification.
The Ho slag Manager will consider the following guidelines when determining appropriate
nail Sim:
1. Every household member is listed on the application is to be counted.
2. No more than two persons can occupy a bedroom.
3. Unrelated and related adults and persons of the opposite sex may occupy separate
bedrooms.
4. Plymouth Towne Square will not provide bedrooms for permanently
institutionalized family members.
5. Effective Auril 1, 2002, ii the number of occupants in a two-bedroom unit is less
than two and this situation is considered to be permanent and not medically
necessary, the resident must do one of the following:
a Find another "qualified" resident to move in with them.
Move to 4':.e nez: available one -bedroom unit.
The Manager shall create and maintain a list of single occupants of two-bedroom units.
Available one -bedroom units shall be offered to the residents on the list in the following
preference order.
a. Residents who indicate in writing their willingness to move to a one -bedroom unit, in
the order that requests are received by the Manager.
b. All other single occupants of two-bedroom units in an order determined by lottery.
A resident offered a one -bedroom units shad have no more than 60 days to complete their move
to the new unit, and shall.coopeate with the manager to allow the occupancy of their current unit
as soot as possible to avoid prolonged vacancies in the building.
Residents requested to move under this policy shall be permitted to refuse the offer of a one -
bedroom unit, provided that another resident on the fist is willing to move to the unit. If the list
has been exhausted, and the resident still refimses to move, any rent subsidy shall be terminated
and tent shall be adjusted to full market rent at the next recertification.
Single residents moving voluntarily from two-bedroom to one -bedroom units shall be eligible for
assistance from PTS for their incidental moving expenses such as utility hook-up charges.
Request for payment of such expanses shall be accompanied by copies of bills or receipts for
expanses paid, and paid by the Manager subject to the limitations of the approved PTS budget.
Staff shall also provide reasonable assistance from caretakers and/or equipment to facilitate such
moves.
Security Deposits:
Prior to occupancy a Security Deposit will be collected. The Security Deposit will be S500.
At the termination of the Lease, Management may keep all or part of the Security Deposit for (a)
damage to the apartment beyond ordinary wear and tear from careful use and (b) for the rent or
other money owed to Management under an agreement.
Interest shall be earned on the Security Deposit at the going rate and returned to the resident
within (30) days after move -out.
Pet Polity:
Pets will beallowed in Plymouth Towne Square if the following criteria are met:
Applicant owns pet prior to application to Plymouth Towne Square.
Management requires a pet lease be signed and a separate pet deposit of 3100 be paid
prior to move -in.
One pet per apartment.
Pets may not exceed 20 pounds.
All pets trust be neutered or spayed before moving into the apartment.
Pet must be on a leash at all times when out of the apartment and never allowed to
freely roam the interior and exterior of the premises, nor shall pet be allowed to enter
the indoor or outdoor amenities.
10
1 • Residents must immediately clean-up after their pet. i •
Upon lease renewal all owners shall be required to reregister their pets and update
all pet information such as verification of shots and weight. All updated information
shall be retained in the resident's file.
All pets must be licensed by the City of Plymouth.
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11
VERIFICATION REQUIREMENTS AND PROCEDURES
The Heusing Manager will verify all income, expenses, assets, household characteristics and
circumstances that affect. eligibility o, resident rent All verifications must be docimsent :l m the
applicant/resident file. Four methods of verification are acceptable. They are, in order of
acceptability
A. Third -Party Written
B. Third -Party Oral
C. Review of documents (such as bank statements, award letters, pay stubs, w-2
forms, tax returns, receipts etc.)
D. Certification/ Self -Declaration. (a notarized statement from the resident, only
accepted when third party verifications or review of documents is not possible.)
Verifications are to be date stamped when received and are valid for 90 days from the date of
receipt by Towne Square. For the next 30 days, management may update the verifications, orally
with the source. If verifications are more than 120 days old, now written verification must be
obtained. Time limits do not apply to information that does not need to be reverified (age,
handicap/dissbility status, birth certificate). For interim recertification, only those factors that T
have changed must be reverified, even if the previous verifications are more than 120 days old.
WIT1AL CERTIFICATION
A. Applicants signature is an acceptable form of certification for family composition and
current residence.
B. All earned income shall be verified at the time of admission or annual recertification
through employers, W-2. fomes, annual federal income tax forms, check stubs or other
means to assure accuracy.
C_. Assets shall be verified by savings account passbooks and other phoosuiticor carbon
copies of documents in the applicant's possession, which substantiate hisfher statements.
United States Treasury checks will not be photocopied).
D. Unearned incomes shall be verified by viewing checks, certificates of award or other
means to assure accuracy.
E. Applicants shall be required to famish proof of their statements when required by the
Hem" Manager to reasonably assure accuracy.
F. All determinations shall be fully documented in the applicant's file.
G. The following statements will also be verified and documented in Wlicant'sResident-s
file:
12
F5
1 1. Age of family members and Social Security numbers.
2. Criteria providing the basis for denial of eligibility.
ANNUAL RECERTIFICATION
All residents paying less than full market rent shall have their incomes recertified "anew..
Recertification of the family's composition, income, and medical expenses incurred by the
Hou s holdfentily shall be conducted by the Hensing Manager. At that time, the amount of
R_resident B ertt will be redetermined. Generally the recertification ef%tive date should be the
anniversary of the first day of the month Resident was admitted to the project. For example:
Resident was admitted March 12, 2002
Recertification effective date is Match 1, 2003
anaualiy-en-Oke me
Timely completion of recertification processing requires that management:
Maintain a tracking system to identify residents to be recertified and monitor
completion of all required activities.
Notify Resident 75-90 days prior to the effective date that the recertification is
due.
Interview Resident and obtain information on income, assets, family composition
and allowances.
Verify all information in accordance to guidelines.
Calculate Resident's rent.
Provide written notice of any changes in rent resulting from recertification (at
least 30 days notice for increase).
Recertification Notices to Residents
Initial notice of recertification is sent 75-90 days in advance of the recertification anniversary.
The notice should state that Resident has to contact the office, the office hours, what is to be
brought to the interview and who should be contacted to .alae the appointment.
Follow -Un Notice is sent within approximately 30 days of the initial notice to residents who
have not responded. The follow-up notice contains the same information as the initial notice and
13
must state that if Resident does not respond by the 10 of the month preceding the .a etification
effective date, their subsidy may be terminated and their rent may be increased to the full market
rate on the recertification effective date.
Final Notice of Intent to Terminate Assistance is given on the first of the month preceding the
effective date to residents who have not yet responded. The Notice must state that Resident has
10 days to respond If Resident does not respond within time ten days, the tent shall be
increased to market rate effective on the recertification effective date with no 30 day notice of
increase. Example:
Recertification Effective bate September 1
Initial Notice June 1
Follow -Up Notice July 1
Final Notice of Intent August 1
Assistance Terminated August 11
Market Rate Rent begins September 1
New Resident Rent and Payment
A , Once resident rent is established, the rate shall remain in effect until the next
annual recetification or until circumstances occur that warrant a special rent and
income review (interim certification).
Residents are to be notified is writing of any change in rent resulting from a rent review.
A. An increase in rent requires a 30 day written notice to Resident.
B. A decrease is effective on the next rent payment.
Plymouth Towne Square will maintaia all certificatioo/recertiticaOf documentation of all.
verifludon efforts for at least three years after the effective date of the
eartificationAretertification.
INTERIM RECERTIFICATION
Residents are required to immediately report the following changes.
A. Any household member moves in or out of the unit.
B. Tlc household's income cumulatively increases or decreases by approximately
S40 or more per month.
Management most proem as interim recertification if Resident reports 1) a change in
household composition, 2) an increase in income or assets, 3) an increase in medical cgmises, 4)
decrease in income.
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Management may refttae to process an lnterim recertification when Resident reports a
decrease in income if the docrease will last less than one month or the decrease was caused by
deliberate =don of Resident.
The following steps are to be used in processing interim recertification:
A. Interview Resident to obtain new information on household composition, inn me,
assets, and allowance.
B. Verify only those factors that have changed since or were not verified at the last
recertification.
C. Calculate new resident rent.
D. Send written notice to Resident of rent payment changes and their effective date
as follows:
1. For rent increase: first day of the month following the required 30 day
advance notice.
2. For rent decreases: first day of the month following the date of the
Chang-
I
If Resident does not comply with interim reporting procedures, Manager will notify Resident, in
writing, of the need to recertify, giving 10 calendar days to respond. If Resident does not
A the Manager will require Resident to pay market rate rent at the next rent period. As
soon as the required information is provided, reduce the rent to previous level, effective the next
month.
7]
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MISREPRESENTATION
Applicants and Residents are to be notified in writing of any misrepresentations or lease
violations revealed through the annual recertification or other occunmces and any other::
nor wave action required by the Plymouth Housing and Redevelopment Authority.
UResident misrepresentations, at the time of admission, annual. reensiduatioo, or rent
review, eause a family to pay a lower rent. than called for, Resident will be required to pay
the ditfesences between the rent paid and wbat should have been paid. Any attempt by
Resident to willfully defraud the City of Plymouth or Plymouth HRA will result In ao
Investigation and disposition as needed.
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DEFINITIONS
Adiusted Income: Annual Income less Medical Expenses in excess of three percent of
Annual Income for any Family (refer to definition).
Annual Income: A. Annual Income is the anticipated total income from allsources
received by all Family members, including net income derived
from assets, for the 12 month period following the effective date of
initial determination or reexamination of income, exclusive of
income that is temporary, nonrecurring or sporadic.
B. Annual Income includes. but is not limited to:
1) The full amount, before any payroll deductions, of wages
and salaries, overtime pay, commissions, fees, tips and
bonuses6 and other compensation for personal services;
2) The net income from operation of a business or profession
for this purpose, expenditures for business expansion or
amortization of capital indebtedness and an allowance for
depreciation of capital assets shall not be deducted to
determine net income from a business);
3) Interest, dividends, and other net income of any kind from
real or personal property (for this purpose, expenditures for
amortization of capital indebtedness and an allowance for
depreciation of capital assets shall not be deducted to
determine the net income from real or personal property).
Where the Family has Net Family Assets in excess of
55,000 Annual Income shall include the greater of the
actual income derived from all Net Family Assets or five
percent of the value of such net family Assets
4) The full amount of periodic payments received 6om social
security, annuities, insurance policies, retirement funds,
pensions, disability or death benefits, and other similar
types of periodic receipts, including a lump -sum payment
for the delayed start of a periodic payment;
5) Payments in lieu of earnings, such as unemployment and
disability compensation, worker's compensation and
severance pay.
6) Welfare Assistance. If the Welfare Assistance payment
includes an amount specifically designated for shelter and
utilities that is subject to adjustment by the Welfare
Assistance agency in accordance with the actual cost of
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shelter and utilities,. the amount of Welfare Assistance !
income to be included as income shall consist of:
a. The amount of the allowance or grant
exclusive of the amount specifically
designated for shelter or utilities, plus,
b. The maximum amount the Welfare
Assistance agency could in fact allow the
Family for shelter and utilities. If the
Family's Welfare Assistance is notably
reduced from the standard of need by
applying a percentage, the amount
calculated under this paragraph bill shall be
the amount resulting Som one application of
the percentage;
7) Periodic anddeterminable allowance and regular
contributions and gifts received from persons not residing
in the dwelling
8) Any earned income tax credit to the extent it exceeds iincometaxliability,
Annual Income does not include:
Temporary, nonrecurring or sporadic income such as the following;
1) Casual, sporadic or irregular gifts;
Amounts that are specifically received for, or in reimbursementof the cost of Medical Expenses;
Lump -sum additions to family assets, such as inheritances, insurance payments (including
payments under health and accident insurance and worker's compensation), capital gains, and
settlement for personal or property losses;
2) Amount of educational scholarships paid directly to the
student or to the educational institution, and amounts paid
r by the Government to a veteran for use in meeting the costs
of tuition, fees, books, and equipment. Any amounts of
such scholarships, or payments to veterans, not used for the
purposes that are available for subsistence are to be
included in income;
3) Groceries received as a gift on a regular basis.
1fwimentSubsidy
Pffimen : The difference between full market rent and tenant rent.
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Effective Date: The "effective date" of a certification or recertification refers to (1) in the
s case of an initial certification for admission, the et%ctive date of initial
occupancy, and (2) in the case of recertification of an existing resident, the
effective date of the redetermined Total Resident Rent, generally the
anniversary of the first day of the month the resident was admitted to the
project•
y-whese-ineerae-end
mseurees Fe meal the lami'y's needs and who am
by bleed, law, have
j
Household:
related moviage, or epwWen eF e evidence of
A family whose Head of Household ee i Spouse or a single person is at
least SS years of age or older.
Head of
Household: The Head of Household is the person who assumes legal and financial
responsibility for the household.
Housing and
Redevelopment
Authority (HRAI: This is the Plymouth Housing Authority which has decision making
authority as to changes or modifications in the Admission and Occupancy
Handbook for Plymouth Towne Square. This agency is under the
C" direction of five commissioners appointed by the Plymouth City Council.
The agency itself is staffed by City employees. The agency staff head is
the Executive Director of the HRA.
HeusiawManaver: The person hired by the Plymouth HRA or its management consultant, to
manage the day -today operations of Plymouth Towne Square. This
person will have an office in the housing project and will approve
applicants based on the HRA's preference criteria and other regulations
outlined in this document.
Family: Includes brothers, sisters, childnm, grandchildren, nieces and nephews.
Low income: A Family whose Annual Income does not exceed 80 percent of median
income for the area, as determined and amended from time to time by the
Department of Housing and Urban Development (HUD) with adjustments
for smaller and larger families.
Medical Expenses: Those medical rut -of -pocket expenses, including medical insurance
premiums, that are anticipated during the period for which Annual Income
is computed and are not covered by an outside source, such as insurance.
The amount allowable as a deduction is the amount that exceeds three
percent of annual income, as defined below).
19
G
A. if the household is eligible for a medical expense deduction, the
medical expenses of all family members residing at Plymouth
Towne Square are counted.
B. 'Medical expenses include all expenses anticipated to be incurred
during the 12 months following certification/recertification which
are not covered by an outside source, such as insurance. They
may include:
1) Services of doctor and health care professionals;
2) Servicesof health care facilities;
3) Medical insurance premiums;
4) Prescription/non-prescription medicines;
S) Transportation to treatment;
6) Dental expenses:
7) Eyeglasses, hearing aids, batteries;
8) Live-in or periodic medical assistance;
9) Monthly payment on accumulated medical bills; and
10) Reserved I
C. Medical expenses shall not include personal care items, products or
services not considered eligible for medical expense deductions by
the UtS. One-time, non-recurring expenses hom the previous year
shall notbe included when estimating medical expenses for the,
next year.
Monthly Adtusted
Incomee One -twelfth of Adjusted Income.
rift Householdfwdk Assets: With respect to any person or houschold4hm y, the I
aggregate market value of all assets which are owned by such paean or
h oldfhw* or by any entity which is related to such person or Ious-holdfarnily, including but not limited to cash, securities, accounts .
receivable, chattel paper and other intangibles, and other real property of
any nature whatsoever, less the aggregate amount of liabilities of such
person, family or other entity.
In determining Net Househol wily Assets, staff shall include the value I
of any assets disposed of by an applicant or resident for less than fair
20
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market value (incluArig a disposition in trust, but noting a foreclosure or
bankruptcy sale) during the two years preceding the date of application for
the program or recertification, as applicable, in excess of the consideration
received thereof. In the case of a disposition as part of a separation or
divorce settlement, the disposition will not be considered to be for less
than fair market value if the applicant or resident receives important
consideration not measurable in dollar terns.
Rent. Full Market: The full market rent for the unit, which shall be determined by the
Plymouth HRA, less utility allowances, and approved by the Plymouth
HRA from time to time.
Resident: Person(s) named, on the lease for a given unit.
Resident o!
Plymouth: Persons or families who have lived in Plymouth for at least 12 months
shall be deemed to be a Plymouth resident.
Resident Rent: The amount payable monthly by the—Rai {amity as rent to the
Housing and Redevelopment Authority (HRA), based on the minimum
rent nr 35% of adjusted monthly income for rent and utilities, whichever is
greater, up to the full market rent. In all cases, residents are responsible
for their phone and electric bill and garage rental (optional) in addition to
their monthly rent charge.
S000se: The husband or wife or partner of the Head of Household.
Sobskly/Assistance
Payment: The difference between full market rent and tenant tent.
Welfare Assistance: Welfare or other payments to families or individuals, based on need, that
are made under programs funded, separately or jointly, by federal, state or
local governments.
viJeaO:NOI•CI\[1NRAK'O\VE\1pIS A O HandAenlc Z00 dnfldee I
21
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11;-1
I
y)9.
v ro. CITY OkIPLIVOOTH •
c
3400 PLYMOUTH BOULEVARD, PLYmOUTH,, MN .:55447
DATE: November 7, 2003 for Housing and Redevelopment Authority Meeting of
November 20, 2003
TO: Plymouth Housing and Redevelopment Au
FROM: Tracy Jones, HRA Specialist, through A , Housing Program Manager acid
Anne HVurt, Executive Director
SUBJECT: CDBG Funding - Hammer Residences Application
BACKGROUND
Over the past few years, the City of Plymouth has allocated a percentage of its annual Community
Development Block Grant allocation to an Affordable Housing Development Account. The intent
of the Affordable Housing Development Account is to assist with the development of. affordable
ectal and/or owner -occupied housing units. These funds are allocated on a first-come first -serve
basis until funds are deple:., :.
DISCUSSION
Hammer Residences has submitted an application for the installation of a wheelchair platform lift
at the Mer true Houe-. which is located in Plymouth at 420 Merrimac Lane. Hammer's Merrimac
house currently serves four low-income women with various combinations of physical and
developmental disabilities. Since the house lies two levels, a wheelchair platform lift is necessary
to allow the residents full access tothe home. Hammer has requested S2C,000.00 from the CDBG
funded Affordable Housing Development Account, which currently has $6,148.02 in ut-:ommitted
funds for the 2002 program year and 535,000.00 in uncommitted funds for the 2003 program yem
If the HRA provides funding at a lesser level,:Hammer Residences will need to provide additional
funding for the project through fundraising and/or operational dollars
Every summer the U.S. Department of Housing and Urban Development (HUD) requires the City
of Pl; mouth to complete a Consolidated Annual Performance and Evaluation Report (CAPER).
The CAPER reviews the City of Plymouth's accomplishments towards meeting the 5 -year goals of
its Consolidated Plan. One of the 5 -year goals of the Consolidated Plan, which the City has made
no progress toward, is to provide housing to Physically disabled renters. Thus, in addition to
maintaining an affordable house for four low-income women with various combinations of
1
physical and developmental disabilities. approving this request would also help to insurethat the
City would meet the 3-yew goals of its Consolidated Plan.
1 recommend that the Pb+moots Housing and Redevelopment Authority Board of
Commisabners approve ibndingfor the inatenation of a wheelchair phuform Hit at the
Merrimac Hoose as outlined in the attached Resolution.
ATTACHMENTS
L. Resolution 2003-17
2. Hammer Residences Application for Development/ Redevelopment
reK.y era;vMAMUM bwid m u."AN
1
2
r
HRA RESOLUTION 2003-17
RECOMMENDING FUNDING THE INSTALLATION OF A WHEELCHAIR PLATFORM
LIFT AT THE M ERRIMAC HOUSE
WHEREAS, the City of Plymouth received 5320,000.00 in Community Development Block Grant
CDBG) funding for fiscal year 2003; and
WHEREAS, the City of Plyfnouth has unspent CDBG funding in the Affordable Housing
Development Account for fiscal years 2002 and 2003; and
WHEREAS, the Housing and Redevelopment Authority of the City of Plymouth has determined that
funding the installation of a wheelchair platfoens lift at the Merrimac House is an appropriate use of
Community Development Block Gram fiords in accordance with federal guidelines and the City's
HUD approved Consolidated Plan;-
NOW,
lan;
NOW, THEREFORE, BE IT RESOLVED BY THE HOUSING AND REDEVELOPMENT
AUTHORITY IN AND FOR THE CITY OF PLYMOUTH, MINNESOTA, that the Authority
approves using unspent CDBG funding in the Affordable Housing Development Account for fiscal
years 2002 and 2003 to fund the installation of a wheelchair platform lift at the Merrimac He= in
the amount of $20,000.00 with a project completion date of June 30, 2004.
Adopted by the Plymouth Housing and Redevelopment Authority on November 20, 2003.
A Plymouth. 2003 Community Development Block Grant.
Application For Development/ Redevelopment
Submit to: Plymouth HRA. 3400 Plymouth Boulevard, Plymouth, MN SS447-.1482
Alm: Tracy Jones, HRA Specialist
E-mail: tiones0d.olvmouth.mn.us Phone: (763) S09-5416 Fax: (763) 509-5407
Organization/Agency: Hammer Residences
Project.Name: Merrimac House Renovations (Address: 420 Merrimac Lane. Plymouth MN 55447)
Primary Contact: Tim Nelson Title: CEO
Address: 1909 E. Wayzata Blvd.. Wayzata. MN 55391
Phone: 952-277-2422 Fax: 952-473-8629. Email: tim(aZhammer oM
unding Requested: S 20.000 Minimum Acceptable: S20AN
Describe your project:
Hammer recently took ova the rnaaagement of a home from another non-profit agency in which four women with multiple disabilities
live. We are making isujor -enw ations to this borne to make it mese accessible, safer and livable. The renovations include the
addition of a fie sprinkler system, a fire alarm system and a wheelchair platform Iik the remodeling of the bathroom to make it more
accessiblei tba repair of windows, the replaeemmr of flooring and interior painting. In the fixture, exterior painting, re -roofing, aid
other exterior hoproventeots will be needed
Is this an existing CDBG-Funded project? Yes X No
What is the need in the City of Plymouth for your project?
Hammer will be making a bome more accessible, safer and more livable for people with muhiple disabilities who are living in
Plymouth and who have low incomes. People with disabilities are living longer than they have in the past, and the need for accessible
and safe housing for people win disabilities will continue to grow, The GSty of Plynroutth will undoubtedly have a growing need for
this type ofhousing.
Specific
Project availability. City -Wide School District # X Other section of City. bm
What are theanticipated results/accomplishments (number of persons/households to be misted/served, number of
housing units to be constructed/ rehabilitated)? This information will be used to evaluate annual performance.
current citizens of Plymouth who are multiply -handicapped will have a borne that is much safer, mon accessible and much more
livable. phis home will caminue to be an imporam conornmity asset long into the tonne.
What is the project's implementation timeline (identify major tasks to be performed between July 1, 2003 and
June 30,2004)? 1
Sevad of etre ream -arsons; have been completed already (sprinkler system fate alum system, bat omam rmmdel A anter main
replacement (for the spriokla system) will be completed.by November 7. The painting is scheduled to be done by November 7. The
floor eoveft replacement will beam, I t. by November 14. The window repair is scheduled to be completed by May 31, 2000
The wheekbair platform rd is scheduled to bearapleted"by May 31,2M.
How does your propc.+al support Plymouth's vision and mission (see attached)?
This prgect will.belp maimmim a diverse community by allowing multiply-haudieappcd iow•viduals to be able to comm living in
Plymouth. It improves &a current housing stock for people with alis bilines and antes affordablebousiag opti l -i for those
individuals wbo also bone low income.
What Consolidated Plan priority will this project meet (see attached)?
Horsing for Pa with Special Needs—ftysically Disabled and Housing for Per with Special Needs—•Developmm: My
Disabled.
How will incomes/assets of project participants be verified?
Income/assets of the people we save are raft available bon our business office. Hamer is required by other government agene{
W maaitu tbese ineomelssset levels. These figures can be vaified bywhatever reasonable meant that the City of Pbvwmh Housing
and RedevelopmM Anthority finds necusay.
How will you document project benefits by income, race, and sex?
Records nquired of Hammer by State and Canty government tegalaters will docwmeat incrone, nee, and of a0 residents of this
bome.
What is your experience with this type of p%ect?
Hammer has served people with developmental disabilities since 1923. We have made a number of our bones handicapped
accessible. We have utilized CDBG fimds for such purposes for the past seven yam
How many individuals or households have you servedannually during the last two years by preject/setvice?
How many were from Plymouth?
Ha®aer provides services to 150 individuals, 58 of whicb reside m Plymouth. (Additionally, Hammer aeras another 500+ clients
through a join vermin with six other ton -profits.)
J
Please attach biographies and/or resumes of staff directly involved with this project.
I r
Ipplication/ Ow nilation Name• Hammer Residences
Project Name: Merimac House Renovations
The proposed worksheet must be completed for all proposed development/ redevelopment projects. If your
agency is proposing to complete more than one project, your agency needs to copy this form and complete it for
exb unit unless the cost. per unit is anticipated to be the some.
Type of Cana Project Cosa Per Unit TOW Cost Names of
Column A calm=B Providers) and/or
Sonree(s) of Floods
Aeanl.Cost In4tind Coumbution Codmoss A plus B
1. Aoquisitian
2. Demolition
3. Development
4. Conamtetion: Platform Lit! 20,000 20,090 CDBGPIymauh
S. Rehabilitation:.wiodm 51000 5,000 Hsmme
6. Y ( _96)
7. Od Completed 551000 55.000 Hammer
L Total Hard Casa X1,000 mom
add lines 1 ftougb 7)
9. Closing Cosa
10. Holding Cosa
I1. Dtv:lopets Fee ( 96)
12. Appraisal r.-
13. O&w. 13.O&w.
14. TOW Soft Cosa
add lines 9 duough 13)
1!: ToW Dnvbpment Cana 80,000 80,000
add lines 8 and 14)
16. Cost per Gnisbed squwe foot (euluil ft inddnd contrU n im)
17. Total Development Cost of Project (Colnnm A, Um 1k multiplied by number of nota)
Hum a Am ra ok-d (tty 11114M) dtese prgje= Spfh&Wfu-- dorm system -520,000: Painting—MOW. Flooring—U.000: Bmh remodel—
sr.oso.
C
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The construction work for this project will be supervised by our Director of Environmental Service. Jim
Ayberg, wbo has`held this position at Hammer for twenty-seven years. He has overseen the remodeling and
eonsocuc . of many -homes as well as commercial buikWtgL
The major construction workwill be contracted out to a general contractor with whom Hammer has worked
with for nearly 10 years.. In addition, a crew of three Hammer maintenance staff members will be utilized for
various portions of the construction.
c
Other key people involved in this process will be our Director of Finance. Jim Landt, who has over 30 years of
finance experience, and our CEO, Tim Nelson, who has 26 years experience in the field of developmental
disabilities.
The key program staff person involved in this project is our Director of Program Services, Lisbeth Armstrong,
who has over 25 years experience in this field.
4
IR
I
CITY OF PLYMOUTH
3400PLYMOUTH.BOULEVARD,PLYMOU78,w55447 o.
DATE: November 14, 2003 for Housing and Redevelopment Authority Meeting of
November 20, 2003
TO: Plymouth Housing and Redevelopment Authority
FROM: Tracy Jones, HRA Specialist, thmughog Housing Program Manager and
Agnc 1J~, Executive Director
SUBJlECT: City owned property at the southwest corner of Northwest Boulevard and Schmidt
Lake Road
BACKGROUND
Over the past few months, staff and the HRA Board have informally discussed the possibility of
acquiring a city owned piece of property located at the southwest corner of Northwest Boulevard
and Schmidt Lake Road During the course of these discussions, the Board directed staff to
pursue the idea
J
PROPERTY HISTORY
On June 15, 1992 the City Council approved a Resolution wathorizing the City to purchase a
6.57 -acre parcel of raw land at the southwest comer of Northwest Boulevard and Schmidt Lake
Road, PID # 10-118-22-42-0001. The City purchased the property to acquire additional right-of-
way along Schmidt Lake Road as part of a road construction project that took place during the
early 1990's. The City purchased the property fiom the previous owner for S159,250.00.
Since the City purchased the property, d:. ,3ad construction project has beer completed and a
50' strip of land along Schmidt Lake Road, totaling 1.47 -stress, was set aside for additional right-
of-way. The remaining buildable portion of the property, 5.1 -acres, is currently being used. for
the storage of soils. Approximately 30,000 cubic yards of soils are being stored on the site.
The adjacent property, located directly south of the. City owned property, just received
preliminary plat approval. This development, Wynfield Place by Lean Johnson Homes, will
consist of 69 units, with 13 single-family homes and 56 townhouses. it is anticipated that the
base price for the townhouses will range from SI 75,000.00 to S 196,000.00.
1
3c.
DISCUSSION
During the past few years, the HRA's first time homebuyer program has experienced a large and
grooving demand for affordable housing units for larger families. Based on this demand and the
mission of the HRA, staff is interested in acquiring the property rt the southwest comer of
Northwest Boulevard and Schmidt Lake Road for the constructioc of an affordable two plus and/
or three4m droom housingproject. if the City and HRA are both willing participants in this
transaction, staff rom mends the HRA partner with a non-profit affordable housing developer.
Possible partners may include Powderhom Resident's Group, Habitat for Humanity or the
Builders Outreach Foundation.
The property is currently guided Living Area 2 (LA 2) which allows 3-6 units per acre and zoned
Future Restricted Development (FRD). To accommodate a multi -family housing development of
25-30 owner -occupied trite, the property would need to be platted and rezoned from Future
Residential Development (FRD) to either Residential Multi -Family "1(RM F 1) or Residential
Multi -Family 2 (RMF 2 The property is not located. in either a floodplain or shoreland district.
The property recently appraised for 5893,000.00. Staff proposes that the HRA offer to purchase
the buildable portion of the property, 5.1 -acres, from the City. Staff also proposes that the HRA
offer to purchase the property from the City for 524,239.00/ acre or a total acquisition price of
S123,619.00, which is close to what the City paid for the property in 1992. Funding for this
project would be taken from the HRH's general fund reserve account, which currently has
5400,000.00 available m uncommitted fiords. In addition to the proposed acquisition price, staff
also proposes that the project assume responsibility Por the removal of the soils stored on the site,
which is estimated at $150,000.00.
If the HRA -Board approves this recommendation, staff intends to bring the item to the City
Council on Tuesday, December 16, 2003 to request that a public hearing be set. Staff is
anticipating that the public hearing will be scheduled for Tuesday, January 13, 2004. After the
public hearing is held, if the City Council approves this request, staff will work with the City
Attorney to draft a purchase agreement for the property.
1 reeomme id that the Plymouth Housing aad Redevelopment Authority Board of
Comm6sioaers adopt the attached resolution providing s recommeadatioo to the Cky
Coaaeil to hold a public hearing to discuss the sale of the property at the southwest comer of
Northwest Boulevard and Schmidt Lake Road
ATTACHMENTS
1. Location Map
2. Preliminary Plat for Adjacent Property
3. Resolution 2003-16
I
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I HRA RESOLUTION 2003-16
HOLDING A PUBLIC HEARING TO DISCUSS THE SALE OF THE PROPERTY
AT THE SOUTHWEST CORNER OF NORTHWEST BOULEVARD AND
SCHMIDT LAKE ROAD, PH! 010.118-22-424MI
WHEREAS, the Plymouth HRA has identified a large and growing demand for
affordable housing units for larger families; and
WHEREAS, the Plymouth HRA is interested in acquiring the City owned property at the
southwest comer or Northwest Boulevard and Schmidt Lake Road for the development of
an affordable housing project; and
WHEREAS, the City of Plymouth supports the development of affordable housing and
the mission of the Plymouth HRA; and
WHEREAS, the City of Plymouth has no alternative plans for this property.
NOW, THEREFORE, BE n RESOLVED BY THE HOUSING AND
REDEVELOPMENT AUTHORITY IN AND FOR THE CITY OF PLYMOUTH,
MINNESOTA, that it hereby recommends to the City Council that the Council hold a
public bearing to discuss the sale of the property at the southwest comer of Northwest
Boulevard and Schmidt Lake Road.
Adopted by the Plymouth Housing and Redevelopment Authority on November 20, 2003.
j
GRACE alit mar w. Nerd
MANAGEMENT, (
7u1M 34MN
ssaa
INC.
vA>(uls.aws
DATE: November 13, 2003 for Housing and Redevelopment Authority Meeting of
November 20, 2003
TO: Plymouth Housing and Redevelopment Authority
FROM: Jody Boedigheimer, Grace ManagementgA
SUBJECT: Plymouth Towne Square (PTS) Budget and Reserve Replacement
Schedule
2004 Proposed Buda
Attached is the proposed budget for 2004. We have had an extremely busy year in
2003 with apartment turnover and that is not anticipated to change much in 2004. It has
taken longer to fill the two-bedroom apartments than originally anticipated. In 2004 we .
are budgeting an average vacancy rate of 3 apartments per month.
The majority of the expenses are anticipated' to' increase based on experience. The
building is entering an age where maintenance is becoming more expensive. An
example is the aging of the garbage disposals. We are receiving a number of calls
regarding their breakdown. It is a simple example, but the type that weare anticipating
and reflecting in the budget numbers.
Please review the Budget and the associated Assumptions for discussion.
Reserve Replacement Schedule .
At the HRA meeting in September it was decided to take the Reserve Replacement
schedule we had, make revisions based on suggestions and to forecast the funds
needed through 2019. The new schedule is attached.
In an effort to be consistentwith the accounting practices of the City of Plymouth, any
item costing less than $2,000 will be considered an operational expense and not a
capital expenditure. Additionally we considered items that were not likely to be replaced
all at once, i.e. the apartment refrigerators in total cost much more than $2,000, but it
would be highly unlikely that we would ever replace all 100 at one time. It should also
be noted. that Grace. Management has considered apartment unit carpet and vinyl
replacement as "unit turnover" cost and not capitalized any of th,ese:items during its
tenure.
Prepared by grave Mrd. Inc. Page 1 11113103
ACCREDITED MANAGEMENT ORGANIZATION®
Specialized Management and Mukedng
Based on the aboxFi assumptions the following items were deleted from th6 earlier
versions of the Replacement Reserve schedule:
1. Apartment unit carpet
2. Apartment unit vinyl flooring
3. Apartment unit stoves
4. Apartment unit refrigerators
5. Apartment unit air conditioners
6. Caulking of all openings
7. Heating zone valves
We discussed adding the washers and dryers to the schedule, but did not add them
because they don't meet the $2,000 threshold and would not need to be replaced all at
once. The asphalt seal/stripe were separate line items for the parking lot and fire lanes
and now have been combined into one line item as they are done at the same time as a
single job.
The first schedule shows a running total of the balance needed each year to fund the
various replacements. If an item is anticipated to be replaced, those funds are then
removed from that year's column and the annual reserve is set aside again the next
year. For example, the asphalt is anticipated to cost $8,892 in year 12 (2006). The
TOTAL in that year is $483,098. Add the Total Annual Reserve amount of $62,761,
subtract the Total Cost of $8,892 for the Asphalt seal/stripe and you get $536,987 which
is the amount in the TOTAL for the next year.
The second schedule shows what is anticipated to be replaced and its correlating
expense on a year -by -year basis. The two schedules complement one another.
The Estimated 2003 Year End Balance is $292,906, which is $93,401 short based on
this Reserve schedule. It is recommended the HRA approve transferring this amount.
from the Operating Reserve account to the Replacement Reserve account.
Prepared by Grace Mgmt. Inc. Page 2 11/1303
e
PLYMOUTH TOWNE SQUARE
1
DRAFT BUDGET 2004 Pimps
t AMUAUZEG BUDGET BUDGET ou wwm
Soo 2003 2004 treaaex
TOTALS TOTALS TOTALS (DeCe9se)
UNITS OCCUPIED 86 96 95,
PERCENTAGE OCCUPIED 99% 99% 8891, 0%
I
INCOME..
RESIDENT RENTS 507,698 518,500 498,000 2%
HRA SUBSIDY 261,227 270,000 262,000 7%
BEAUTY SHOP RENTAL 2,910 9,600 2,100 9%
GARAGE RENTAL 21.801 20,880 22.920 2%
GUEST ROOM REVENUE 2.940 2,1'00 2.100 2996
LAUNDRY REVENUE 11.,387 10,440 11.100 996
INVESTMENT INCOME 61,176 55,200 45,600 25%
I TOTAL INCOME 888.678 860,720 843,720 5%
4
PERSONNEL EXPENSES:
MANAGER SALARIES 35.048 32.520 36.000 3%
MAINTENANCE SALARIES 23.306 22.200 23,304 0%
HOUSEKEEPING SALARIES 5,160 4000 5,340 3%
EMPLOYEE BENEFITS 12,470 12,420 14,400 15%
SEMINARSITRAININGS 0 3,000 1,800
OTHER PERSONNEL COSTS 3,289 2,430 3,480 6%
TOTAL PERSCNNEL EXPENSES 7801 77,370 84,324 6%
0
PROPERTY ADMINISTRATION:
OFFICE SUPPLIES S EXPENSES 1,909 1,680 1,920 1%
BANK CHARGES 647 300 660 2%
EQUIP REPAIRSIMAINTILEASE 2,691 3.060 2,860 996
DUES & SUBSCRIPTIONS 159 120 120 25%
EMPLOYEE MILEAGE 14 240 64 522%
LEGAL 8 OTHER PROFESSION 0 540 1,080
TELEPHONE 7.026 6,900 7.020 0%
AUDMITAX FEES 3,600 5,600 3,600 0%
LICENSES, PERMITS & DUES 0 780 780
MANAGEMENT FEES 48,000 48,000 48.000 0%
POSTAGE/OVERNIGHT DELIVERY 204 720 264 29%
RESIDENT SERVICE EXPENSES 2,180 3.300 4.850 123%
MISCELLANEOUS PROP ADMIN 0 300 300
TOTAL PRUPF .Tti ADMINISTRATION 66,366 69.540 71,618 8%
MARKETING & LEASING: 0 0 0 0%
UTILITIES:
UTILITIES -ELECTRIC 20.949 20,360 20,495
UTILITIES -WATER & SEWER 4,737 6,480 4,995 5%
UTILITIES -GAS 31,505 26,575 40,800 28%
TOTAL UTILITIES 57.591 53,415 66,280 1596
CLEANING:
SUPPLIES -GENERAL 624 900 660 I.%
CONTRACT LABOR 0 600 0
CLEANING SUPPLIES 2,366 600 2,400 1%
TOTAL CLEANING 2,990 2,100 3,060 2%
REPAIRS & MAINTENANCE:
CONTRACT LABOR 606 600 600 1%
BUILDING & GROUNDS SUPPLIES 2,814 2,100 2.100 ZS'N:
ELEVATOR REPAIRS & MAINT 3,449 3.348 3.600 4%
REPAIRS & MAINTENANCE 38,637 39,990 41,280 7%
HVAC SUPPLIES & REPAIR 14,184 12,120 16,440 1.6%
PEST CONTROL 192 512 512 167%
MISCELLANEOUS K -G EXPENS 0 1,200 1,200
UNIT TURNOVER 39,990 20,580 44,940 12%
TRASH REMOVAL 4,917 4,800 5,040 3%
WATER SOFTENER 2,637 3.888 2,880 9%
LAWN CARE(SNOW REMOVAL 11,901 9,120 12,000 1%
TOTAL REPAIRS & MAINTENANCE 119,327 97,598 13Q592 9%
TOTAL DEPAFrl MENTAL.EXPENSES 325,556 300.023 355,884 9%
NON -DEPARTMENTAL EXPENSES
PAYMENT IN LIEU OF PROP TAXES 25,920 25,925 25,920 016
PROPERTY INSURANCE 7,163 13,800 7,500 596
TOTAL NON -DEPARTMENTAL EXPENSES 33.083. 39.725 33.420 1%
TOTAL OPERATING EXPENSES 358,638 339,748 389,304 9%
NET OPERATING INCOME / (LOSS) 530,040 540.972 453.916 14%
OTHER EXPENSES,
INTEREST EXPENSE 201.096 271.848 171.851 15%
REPLACEMENT RESERVE 49.500 49.500 52,497 2696
DEPRECIATION 216,000 216A00 216.000 0%
AMORTIZATION 3,288 3,288 3,288 0%
TOTAL OTHER EXPENSES: 469,884 540,636 453,636 3%
NET CASHFLOW: 60,156 336 280 100%
PLYMOUTH TONNE SQUARE
ORAfT BLIOOET 4001
160 100 100 ISO 160 KD 160 Im 160 Im 160 Im GADO
JAN -ALIO R1Aa^p
1%
W YEIlPlIpO1T WAf0
ea a6 66 ad m Is 66 66 m No 66 as
BUDGET ANML4LUED WAWW M
EOIAPAEPAOt661AW"ASE 240 240 Be 240 060 260 260 260 200 260 210 260
20M 1000 01ewM4
06
MONTH AAM FES WAR APR WY JIM JIIL AMO 0EP OOT MOV OEO TOTA O TOTALS 0040rws1
46%
IMMROOdpIED 0 M a 07 M 66 07 N 6s 3 M 0f 06 IN
on
FVrJWAOEOCMEO 06% 07% a'N 06% 0/% EON 06% 07% 00% 06% a7% 0% 06% 00%
06
mom
RE8IDENTREM S 41AN am UAOD 41AW 41AW UAW 41AW 41AM UAm 41Am 411110 42AM 40Am 60.4ID 4%
MM01910DT MAW MAN 22Am 22AM SIAM aSAm 22AM amps 22AM 720110 ADD 22Am MAW M$127 m
OEAIM7SHOP RENTAL 175 175 175 176 175 175 175 176 175 176 175 175 2.100 2.110 4%
GARAGE RENTAL SAID fA00 IAN 1.401) IAaO IAID OTD 1/00 I.410 IAO) too 1/00 02.4T0 21A01 F%
pYESTROOMREVEMIE 176 176 175 176 175 175 176 176 675 175 175 176 2.I0) SAND 2m
LAUDRY REVEIIIM 678 678 676 m 0S6 Ari 016 m 026 016 026 046 11.10) 11.1DT 4%
TRAMSFERFEM 0 0 0 0 0 O 0 0 0 0 0 0 0 Em
1736
MVE6T61EAfa1000i a.6m alm 3.4m 7J1m 3.400 9JIm ae)D atm 9ADo 21100 atm a.400 46100 61.178 46%
TOTAL pw011! 66196 66.478 70.w 66AR6 70.428 TOA06 66.476 79U6 70,635 66,075 MASS 70.466 60,010 OAWM 4%
OPERATM0 Lxplum
PERBOmm aomem.
MANAOEREALAREB 0.00) SAW 300 aim 2,00 3100 210) SAW 9.1100 SAW 3.000 3,061) 911.400 36.40 s
MAOITENAIM SALARIES SA07 1,07 07 SAW IAD7 IAM7 1.407 IJ07 1107 1107 1,07 167 57906 29?06 oa
NOIISOMEPWGSMAMB 40 40 a 46 60 40 MO MS as 466 Ms 4b Gw 6,N0 76
EMPLOVUBE1EM 19m 19m 19110 01) 01) IAD IAO) 19m Am 19m IAO) 14AM 12AID 6%
EEAONAIb FRANOM 100 100 100 Iffu 160 100 100 IN 160 100 100 100 1/0 0 as
OnERPERBONIIEL COSTS 460 000 060 760 am I00 i00 500 000 000 000 am
gym
3766 6%
TOTALPEA00MNELEYEMOLE 61p 610 6.00 6.400 AADS 7J07 7A0f A 7A07 7AO 7.452 7A07 M9a4 76,701 4%
OFFICE OYPPLIEBA EXPENSES 160 100 100 ISO 160 KD 160 Im 160 Im 160 Im GADO IA01 1%
BAIMCMAROEO ea a6 66 ad m Is 66 66 m No 66 as 060 647 x
EOIAPAEPAOt661AW"ASE 240 240 Be 240 060 260 260 260 200 260 210 260 SA0O SA21 06
gIE660MBSCPPf1OW 10 10 10 10 10 10 10 10 10 10 t0 10 I'm IN 46%
EMPLOYEE MILEAGE 7 7 7 7 7 7 7 7 7 7 7 7 M 14 on
LEOILL a OTHER PROFESSION s0 m 0 m m m m m m 60 m m SAM 0 06
TELEPHONE 066 806 066 066 066 INS 006 086 m 00S 665 666 7,000 7.460 06.
ALIDIFITAX FEES 7m SW 3m 200 300 Im 30D 30 So 260 306 NO SAW SA00 06
LICENSES, PEMOO A OUE6 a6 Of as m a6 m as as 66 ad 45 66 730 0 0%
MANAGEMEMTFEES 4,000 4,01104A0D 4.01104AW 4Am 4Am 4A00 4,011104.06 4Am 4,111110WINO46AmUA 06
P)STAGEIOVERI60NTDELIVER as 23 32 32 EE 22 22IN 22 22 IN 22 2M 206 Ia
10 6 6 6 6 6 6 6 6 6 6 6 m
RESIDENT SERVICE EXPENSES 300 m0 160 100 070 100 300 Igo Im SAW 200 4m 4A00 2.100 1736
WSCELL09MPROPAOMM 0 35 SS 26 25 0 25 26 45 S6 000 O ON
TOTAL PR00MTY WINNOWS 6AIM 466L 0,7p 714 51N 4Tr 6,714 471E 7,7w Ap 6A06 71.416 M176 06
MARIIBTIMO A LEAlm: 0 0 O 0 0 0 0 0 0 0 O 0 0 0
Nwwwero UPL4b rpomeowl wim
111TALOEPMTM WALBXMMe 31,145 212401 66AN Dolt 001 VAN VAN VAN Mote SIX' SUN SLIM
MM09PAn YMRMLL>oVIMB
PAYMMMLIEYOPPROPTAs 71eD 3610 3610 36100 2.10 5.160 3610 3610 36124 36124 36124 9,t0 D
TOTALO M = OW MMB 6601/ MOM MMM MLO slog sDOM sun O.261 61./24 24.146 ISMS$ SAM
METO7ER6TOIOMC IOM SUN ss.11e rAM VMS SUN 46.24/ 91" 46.174 MAII 8.724 27,346 M.Ms
NfEREBfEtPEMM ISMS 11.371 11,321 14,321 11,321 14121 11,321 112461 11,321 14.371 ISM 112461
rMLACEARIM REBEME 6,005 6,005 6,005 6MM 610 6,005 6405 61160 6.324 6.2411 4,111111 6"
OFPf1ECMT10M lei Isms 1sm0 1240 SIM IsAO t9As feAM • 14mM 1640 ISAO Ism
At1ORRAl10t1 1 271 I 271 271 274 271 211 271 !71 rd 04
icT sevelaee: 27424 27424 VA05 nAM 272424 27424 27424 nMM nAM 27411 27424 AM
NWCAGWLW. PAM! P^ (247) (401) m 4424 1.740 36X1 wo OLM4) I'm) ISM
PLvAXRO/N M 41 4% K •0 1% K 2% 64 K -71 •m •q
CWALOWNOYB12MM
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24.60 rAr. 161
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UMIFIL6EtEMM Sols SAO IAS SAID SAID 1.710 36th 6.160 62424 1.750 SAO 1.246
Uf6lfg&WaERABEVM 46D 40 40 m m 40 40 167 IOD ON 4m IDD
E6GA6 I m 1 1 17s 1
TOTw<"uMns9 7 7,650 IAM 6Ale 6.60 6`61 1.670 DAM 900
CLEAIM101
OLWPLdBQEJD161 M M M M M 1/ M M M 100 M M
CDNMI Cf LA00R 0 0 0 0 0 D 0 0 0 0 0 0
C18A1611681ii_ 666 m m m m m m m m m m m
O'Q"y0j p 666 124 246 S6 624 M SS m 624 M 624 624
eRPAN06 MIAMCe:
COI/fRACf 14LA8011 M 0 0 M 00 0 0 M 0 M M
BISLOM barAR OBMIPRM 175 175 175 IS 176 171 176 176 176 176 176 170
ELEYAMRSIONAMSSAMAO/f m m m m m 6m no m m 600 m m
REPAN16WNfEM616:6 2A10 USS 641/ 6440 DAN SAO SAN SAW SAID SAW IA40 MO
11YACHIIPPLM6611EPAN I'm INN IAO IND 1.270 IMM IAM 1.770 1.370 1.370 IAM IA70
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UWF U I M -FA TO 716 6.746 0115 6.716 3670 4745 6,715 6.746 6.717 6.70 3674
T11AOM11EIIDYAL 166 Ifo 160 d8 420 0 460 do 161) m d0 420
WATERBOPTOM 610 610 646 SOO m 610 610 20 NO 646 m 610
LAtNICARElM111sIfiE107YAL
To-, - IYeMf9MA1I
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111TALOEPMTM WALBXMMe 31,145 212401 66AN Dolt 001 VAN VAN VAN Mote SIX' SUN SLIM
MM09PAn YMRMLL>oVIMB
PAYMMMLIEYOPPROPTAs 71eD 3610 3610 36100 2.10 5.160 3610 3610 36124 36124 36124 9,t0 D
TOTALO M = OW MMB 6601/ MOM MMM MLO slog sDOM sun O.261 61./24 24.146 ISMS$ SAM
METO7ER6TOIOMC IOM SUN ss.11e rAM VMS SUN 46.24/ 91" 46.174 MAII 8.724 27,346 M.Ms
NfEREBfEtPEMM ISMS 11.371 11,321 14,321 11,321 14121 11,321 112461 11,321 14.371 ISM 112461
rMLACEARIM REBEME 6,005 6,005 6,005 6MM 610 6,005 6405 61160 6.324 6.2411 4,111111 6"
OFPf1ECMT10M lei Isms 1sm0 1240 SIM IsAO t9As feAM • 14mM 1640 ISAO Ism
At1ORRAl10t1 1 271 I 271 271 274 271 211 271 !71 rd 04
icT sevelaee: 27424 27424 VA05 nAM 272424 27424 27424 nMM nAM 27411 27424 AM
NWCAGWLW. PAM! P^ (247) (401) m 4424 1.740 36X1 wo OLM4) I'm) ISM
PLvAXRO/N M 41 4% K •0 1% K 2% 64 K -71 •m •q
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PLYMOUTH TOWNE SQUARE
2004 Budget Assumptions
REVENUE:
Rental Revenue remains based on the rental rates established in September 2002. It is
not recommended to increase this. market rates for 2004. Due to the current vacancy
rete in the local market, the effective average rents have decreased somewhat because
of;move-in incentives being offered. All rent calculations remain based on market rates
of $782 for a one -bedroom and $1001 for a two- bedroom. The gross potential. rent is
84,176. The Resident Rent for September 2003 was $41,655 with 95 rent paying
apartments (two apartments are occupied rent free by the caretakers and two apartment
were unoccupied). This is an average of $438 per apartment. The HRA subsidy portion
is calculated to be the amount necessary to cover the shortfall between income and
expenses.
Other Revenue
Beauty Shoo Rental will be $175 a month. We changed operators in July 2003 and are
currently charging her $150 to get her started. In January 2004, we will increases: the
rental rete to $175 a month for the year.
Garage Rental is based on September 2003 figure of 62 stalls leased at $30 each. We
anticipate holding steady or experiencing a slight increase as a result of the new move -
ins being restricted to couples who have historically rented at least one stall.
Guest Room Revenue is based on five nights rented per month at $35 a night.
Laundry Revenue is based on 2003 year to date average.
Transfer Fee Income is zero as it is unlikely there will be any in-house transfers
permitted until all the single residents occupying two-bedroom apartments have been
relocated to one -bedroom apartments because of the new HRA occupancy policy. We
are not charging a transfer fee to these people.
Miscellaneous Revenue is estimated.
Investment Income is estimated based on figure provided by City of Plymouth Finance
Department.
Confidential Page 1 11/13/03
OPERATING EXPENSES:
J
Personnel Expenses:
Manager Salaries is budgeted for a minimal increase of $1,000, which is 2.8% over
2003 annualized y -t -d figures.
Maintenance Salaries is budgeted for an increase of $0.35 per hour, which is an
increase of 3.2%. This increase creates a negligible difference over 2002 annualized
totals, which were slightly higher due to a change in maintenance personnel and the
resulting payout of accrued vacation time, which was also minimal.
Housekeeping Salaries is budgeted for an increase $0.15 per hour, which is an increase
of 3% of the employee's current wage and annualized y -t -d figures.
Employee Benefits includes payroll taxes, healthcare, dental, life and worker's
compensation insurance. This is calculated using 2003 annualized rates with an
increase of 15%. We anticip *,s an increase in excess of 15% for healthcare and dental
insurance rtes. Health ano dental are provided to full-time employees if they wish to.
participate. The employee is responsible for paying 20% of the premium for health and
is provided dental free of charge. Family coverage is available, but is 100% employee
paid.
Seminars/Training is estimated. Last year we anticipated a large budget for boiler
license training for the new maintenance person. This was unnecessary as the
employee hired had his license. We. still believe there should be some training
budgeted for the manager to attend some industry training and/or computer classes.
Other Personnel Costs include ADP fees help wanted ads and bi-monthly employee
luncheon meetings and are base J on annualized 2003 year to date figures with a 5%
increase.
Property Administration:
Office Supplies & Expenses include the Internet access fees, water cooler, and office
supplies. The budgeted amount is based on annualized 2003 year to date figures.
Bank Chames are based on annualized 2003 year to date figures. The bank charges
have increased substantially because the earnings credit is much lower due to a lower
average ledger balance and the rate of return percentage 4m that bzhgnce being lower
than previous years.
Confidentia' Page 2 11113103
l.
Eauipment Repairs/Maintenance/Lease is based on annualized 2003 year to date
figures with a 9% increase and includes contract for copier maintenance and lease.
The increase is anticipated due to the age of the fax machine. It is original and may
need replacement.
Dues & Subscriptions are estimated based on 2003 actual (not annualized) figures.
The subscriptions are for a creative ideas newsletter that is used to create the•monthly
newsletter for the residents and for two health newsletters for the residents.
Employee Mileage is a reasonable estimate based on property and number of.
employees.
Legal & Other Professional is an estimate based on conducting background checks for
new residents (1.5 per month at $60 each).
Telephone includes the two cellular phones for the caretakers and the incoming lines for
the property and beauty shop along with long distance expenses. The budgeted
amount is based on annualized 2003 y -t -d figures.
Audit and TO are based on 2003 actuals and confirmed by City of Plymouth Finance
Department.
License. Permit & Dues are based on City of Plymouth assessed fees for 2003 for the
dwelling license.
Management Fees is based on contract amount.
Postaae/Ovemiaht Delivery is basedon annualized 2003 year to date figures w:4'1 an
increase due to mailing flyers and applications for the two-bedroom wait list.
Printing is estimated based on 2003 actuals
Resident Service Expense is based on 2003 actuals with a large increase in anticipation
of a big celebration for the 10°' Anniversary party for the residents. A catered meal is
estimated at $17 each
Marketing and Leasing:
The wait list was opened without any significant costs again in 2003. There is minimal
expense in extra postage due to sending applications to those requesting and this is
budgeted as an increase in that administrative category. Other related expenses
incurred include some copies for flyers and postage to mail them. This expense
remains minimal (anticipated to be less than $200) and does not warrant a separate
1j
category
Confidential Page 3 11/13/03
Utilities: I
Electric is based on annualized 2003 y -t -d- figures (adjusted to accommodate Oct -Dec -
as low usage months.) The electric company does not have a rate increase scheduled.
Water and Sewer is based on annualized 2003 y -t -d figures with a 5% increase
anticipated in increased usage as there in no anticipated rate increase.
Glias is based on annualized 2003 y4 -d figures (adjusted to accommodate Oct -Dec as
large usage months) with a 15:'o increase based on estimated increase from the gas
company.
Cleaning:
Supplies — general includes .paper towels & toilet paper for common area restrooms,
trash bags, air freshener, etc. with an estimated 6% increase in pricestusage
Contract Labor Zero is budgeted, as none was necessary last year.
Supplies — cleaning includes vacuum repair, disinfectant, and other cleaning supplies.
Repairs and Maintenance:
Contract Labor contingency for additional maintenance.
Building & Grounds Supplies includes keys and locks, cable for the activity room
television, common area paint and repairs, and. other misc. supplies. 2004 budget is
based on annualized 2003 y -t -d. figures and then reduced appropriately because there
was a large expenditure in August 2003 for stocking up on basic supplies that had neve.'
been kept on hand before.
Repairs & Maintenance includes window washing, carpet cleaning of apartments
occupied three years, painting of apartments occupied more than seven years, vinyl
repair, elevator maintenance, pull -coni and fin: monitoring system maintenance,
plumbing repairs, repairs to the exterior siding, fascia, and roofing and all other misc.
repairs and supplies. The 2004 budget is based on annualized 2003 y -t -d figures plus
7% increase in anticipation of increased costs of maintaining an aging building.
Elevator Repairs and Maintene"ce includes contract for maintenance with a 4%
71
increase.
HVAC Supplies 8 Repair includes all HVAC supplies, repairs and maintenance contract
with Owens for the boilers, etc. 2004 budget based on annualized 2003 plus 15%
increases in anticipation of the cost to dean all individual HVAC units in the building.
J
Confidential Page 4 11/13/03
Pest Control is based on a quarterly treatment. This wasn't implemented last year and
won't be unless we have a problem with pests.
Unit Tumover includes carpet cleaning, contract painter, new carpet, paint and plumbing
supplies, etcfor apartments that are being re-leased or turned over. 2003 turned 18
units (one caretaker apartment) by September. Most arp^rtments are requiring new
carpet and some new vinyl due to the age and condition. We expect this to slow down
over the next couple of yaars when most apartments will have had the carpet and vinyl
replaced. The average cost for a one-beuroom tum with new carpet and vinyl is approx.
2,300 (ircludes $50 paint, $1,000 vinyl, $1250 carpet) and approx. $3,250 for a two-
bedroom (includes $525 painterlpaint, $1,000 vinyl, $1725 carpet). For nearly every
move -out, we are tum;ng Nolo apartments (occupancy standards require two people in a'
two bedroom). We are budgeting for 22 turns for 2004. Of the 11 two -bedrooms, we
are budgeting 6 full (new carpet & vinyl) and 5 partial and of the 11 one -bedrooms, the
same ratio.
Trash Removal is based on annualized 2003 y -t -d figures with a 3% increase.
Water Softener is based on annualized 2003 y -t -d figures with a 9% increase based on
increased usage.
Lawn Care/Snow Removal is based on annualized 2003 y -t -d figures.
CAPITAL EXPENDITURES:
1. Replace Boiler (CEE study)
2. Re -lamp garage lighting with more efficient fixtures (CEE study)
3. Purchase and install new computer furniture for resident use
4. Demo & install new sidewalk in front of building
5. Replace carpet, paint & wall covering, upholstery on first floor
C
Confidential Page 5
8,000
4,500
1:,500
18,000
60,000
11/13/03
C
PLYMOUTH TOWNE BOWE
RESERVE REPLACEMENT SCHEDULE
ANTICIPATED ACCOUNT BALANCE rEAR BY YEAR
EST.100a REOLARED . YEAR .O , YEAR 71 • YEAR 12' YEAR 19 YEAR14 I YEAR 19 YEAR . YLrAR 77 j'EAR 18 YEAR 19 dFJItr20 YFJVt 21-... YEAR 72 YEAR 25 YEARSi 'YEAiTi15ITEMIAffUe6T' TOTK UfETIMC- ANNUAL YEAREND BALANCE
I' MA4WEe[MT COST .COSr YFJ1R8 BAIANt x003 IOU 20oG - :2007 20M 2008 0'.' x071 2012 "• 201' 2014 " 2015 2076 2017 Ell
I.
2019160bafraIan• eaau4al reel 59280 S its f a.m 3 S 1904 6 5.892 6 2904 f 5.2281S e 892 { 2.fM S s 92912 0.892 6 2.1•:• { 5,92816 B 882 S 2.987 S s On S 8 692 f 2.904 6 SAM f 8.892 6 2.8042%9% Cena11a1 Mee• ha _ 12000 0.!0 s 6000 5 S t f 4 f e000 S 1 i 600 i i 1 i 6000 1.100' 600 S s i• 6200 S t S 600 S Efi00 1 SMe -C --k.. a 1200 S 0.67 S 10.440 a 6 1305 f 1.305 f 2810 S 3.915 f -174 f 0.523 f 7830 f 9135 f 10,440 : I605 2.610 S 3,915 S S f GMS 6 7670 S 9.135 f 10.440 f 1,305GwmeflexrBeelerfa300000.36 f 11400 0 i 1425 s 1 25 t am S 4275 6700 i 7125 i 8550 3 9.075 s 11 i 1425 S 2,850 S 1275 5700 i 7125 S 6:0 S 8875 f 7 s 1 5WaaHearer1aae3S7000.00 s 2+ 000 8 S 2.625 f 2.625 s 5.250 S 7.875 f 30.50015 13.125111 15 750 f 18.375 f 21.000 f 2,625 6 5 250 S 7 875 S 10300 f 17 125 f 15.750 S 16.375 f 21AW 2,625C•ranen Areas me 40258 2.78- s 111917 0 13,290 i 17990 { 2709i: 4190 s•• $459 S 6994 839.19 S 07.926 S 111917 S 13980 i 27979 f 41869 S 56959 f 89048 S C!9]e S 97926 i 1f1 7 6 to 820BefaP.W. each 2 S 3800.00 S 7800 f0 S 760 f 6.IM0 S 7 600 f 760 S 1 f 2 2110 9 3004 f 3 600 f 4 550 f 5 320 1 6 080 f 0 f 7 S 7W f 1.520 S 2.280 s 3.04 s 3 800AUCtlrlAs-.6lrertan ase
jah
S e .00 6 34000 10 3400 S 30600 9 34 S 400 s 6800 f t021p : 13800 s S 460 s 238030 f 27' f 20 i 36.000 s 3.400 i BAW 70 17 S. 17000t'aallen Arae Fu1ri•ea 1a 1P3: S 35000 10 S a 500 f ]1.5030 f 5 am s 3.500 s 7 000 f 10 6 14 S 17 500 6 211100 6 24 Sao S 2A x00 S 1500 S 33 DOo f 3500 6 70`00 f f0 S 4,000 5 17 SaoWamrSnl+rla 1 s 7200 1s i 5m i 46M { 5 00 S 6720 { 8240 S 6760 7 s 7 s 5w 5 1 1580 S. M s 2607 S atm i 3601 S 4160 1 S_ 6- low s 15300 15 S 020 5 DIso f 10200 f S11220S
122401.100
142110 S 15Y1D S i f 2Oa0 f Soho6 4080 { 5t0O S 8120 s 7140 f e.160 f 8180 3102003806s2115i7440f1980i14400S16640i17280i20160ixlcaoS1440
20000441 7W
S SMO 6 7 f 8 10060 S 11520"710.00 S 65.000 15 4333 f 39000 S 43.633 s 47667 f 52.300 f
i
Eo 667 eS 000 f 4.333 S 0 7S 17 43 f 21 7 S 20.x00 S 10307 631 7 S 69.000 f 4333343030.50 f 107500 15 i 767 S 04 i 71 s 70653 i M +OD 317 107 f 7,197 S 4373 f 867 6 as6b i 7 { 167 { 67357 i U 71,6671401WaWBalersaaC1a55A0000S46,400 201S 2.720 S 20 BOD S 23.200 S 25.520 6 27540 f x 46r1 6 6.800 6 37.120 6 37 Mo S MOsO f YI400 2.320 f 4 { 0080 6 9Ie0 S 600ifer8ta2340 [ ss,oD 77 20 S 9ee1 S 78769 S 38610 S 42471 f 332 8 64054 i 57915 S a+7M S 65637 S 73 i 77 3 3 1 S• 7722 i 11367 :• +15444 {v6neew
wirdowcAnm•
Gallfremov eoa eaa 275 f 175 m S 130 625 20 f 6 531 6 se 78+ S o5 ] 17 S 71 Boa f 10 375 S 9t 430 S 07 9eB f fa 500 S 1+1031 S 124094 f 130 Sts f B 571 6 17 M3 { 19.594 6 mlzs fB•.aaa esch 2 iss .OD s 120000 25 S 44030 i 396T1asS840062 8• s BG.00D 70400 i 74 eaD 93800 s a, S 460 f W61Y1 6 701 f 705 71TAt5f827894fWMfS906SMM7S440176S420737S4e309e7f519727S499i693 +57 i 401 767 S 617791 S 367552 f 308466 S 380 336 s 4231197 i 658 { 3e4 ale
PLYMOUTH TOWNE SQUARE
RESERVE REPLACEMENT BCNEOULE
AN=PAIEJ EXPCN017URES YEAR BY YEAR
r..
r . .
d
eif. - UMT TOTK UFETLYE 444114EYEAR
EST. 7003
ENO
RfALJ1RE0 YEAR f0 YEAR it YEAR 12 YEAR 13 YEAR 14 . AR 76 YEAR to
BALANCE
77 YEAR to YEAR19 . YEAR20 YEAR21 YEAR 22 YEAR 27' YFJIR.7A• Y'a:JIR2S
C:. ifAmlllelaT COST OOBT YEARS -RESERVE BALMICE 20M 2004' 2005 '. 2007 2008 2009 2010 2011 2012 2013 2016 2015 2016' 10 20KtbKeaWr•aallse'i'• r a 59260 f 015 f 8.892 3 S 2.004 6 6,892 S 6692 6 4.892 f e.E?2 3 9.87!
2Ui7
f 0PaloT.gaa4l Arsa4" ha' 1.000 S 050 S 0 S s 7200 i 60030 s 0000
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Cerrnm Mn a het 12000T- n A { 10,440 B S 1 305 i 8000 i 6000
Fha Bnler • 1.3, Boom s • ole i IIAM 1 6 8 1125
s 6 446
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N H•eb S 11400 i '.+1400eaes7f7.JLOM 3 21.000 5 S 2625
Ganem Atm-' = h4+.•. 40= S +_711 5 11151 6 8 13990 S 21,0D0S 21
Baihr CaoeP.M. elm 2 1. l0W0o S 7.600 t0 s Too S 7,600
i 111917 1x111' 7
1A4b•rammalae eaC1- 4 ieW,_OOu 74000 0 S ...3400 s 34000
5,., 7.6001
Canrr.•n Area iuraM 40aeatte 1 S 35.00u 00 f 35 000 f0' S 7.500 S 35.000
S
web Stllata ad1 -+ 1 S TABOO) s 7.800 15 6 520 3 y
Trim, hsoa 4664 6rra for 1600 S 550 f 15.300 15 S 1020
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Ce1e7eY ilea 2340 s 3300 6 77 m S 3,051 s 45b407
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PLYMUUTH TOWNE SQUARE
BALANCE SHEET
SEPTEMBER 30, 2003
o
ASSETS:
CUFPEPT 500
o CHECKING — OPERATIONS 37,328
SAVINGS—SECURITY Dj"OSIT 34,971
A/R — TENANTS 6,612
Ft/R — OTHER 10,113
DUE FROM CITY OF PLYMOUTH 22,561
INTEREST RECEIVABLE 22,800
PREPAID WORKERS COMP 1,314
PREPAID PROPERTY INSURANCE 3,729
TOTAL -CURRENT ASSETS 139,928
FIXED ASSETS
LAND 459,247
LAND •IMPROVEMENTS 75,323
BUILDINGS 5,663,963
FURNITURE & EQUIP—GENERAL 207,399
FURNITURE & EQUIP—HSKPG 10,484
EQUIPMENT—COMPUTER 7,659
ACCUMULATED DEPRECIATION:
2,930
A/D FURN & EQUIP—GENERAL 1,868,644)
TOTAL FIXED ASSETS 4,555,431
NON—CURRENT ASSETS
INVESTMENTS—WORKING CAPITL 572,369
INVESTMENTS—DEBT SERV FUND 668,599
INVESTMENTS—CAPITAL IMPRV 276,816
INVESTMENTS—NEW DEBT SERV 16,494
BOND DISCOUNT 51,113
BOND ISSUANCE COSTS, 28,475
UNAMORTIZED START—UP.=T3 2,930
UNAMORTIZED ORGANIZ COSTS'_ 155,166 "
ACCUM AMORTZ—ORGANIZ COST 073,330)
NON—CURRENT ASSETS 1,676,632
TOTAL ASSETS 6,371,991
PLYMOUTH TOWNE SQUARE
BALANCE SHEET
SEPTEMBER 30, 2003
0
LIABILITIES.,
CURRENT LIABILITIES
ACCOUNTS PAYABLE TRADE 12,252
ACCRUED INTEREST 89,288
401K WITHHOLDING PAYABLE 134
ACCRUED REAL ESTATE TAX 19,440
ACCRUED MISCELLANEOUS 3,632
ACCRUED SALARIES/WAGES 1,738
CURRENT MATURITIES-L.T. 110,000
TENANT SECURITY DEPOSITS 33,729
TOTAL CURRENT LIABLITIES
LONG TERM LIABILITIES
BONDS PAYABLE 4,750,000
TOTAL LONG TERM LIABILITIES 4,750,000
TOTAL LIABLITIES
EQUITY:
CONTRIBUTED CAPITAL 1,000,000
RETAINED EARNINGS 271;634
TOTAL EQUITY
CURRENT YEAR INCOME (LOSS)
TOTAL LIABILITES & EQUITY
J
270,215
5,020,213
1,271,634
80,144
6,371,991
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J
DATE: November 10, 2003 for Housing and Redevelopment Authority Meeting of November 20.
2003
TO: P uth Housing and Redevelopment Authority Alle
FROM:. J B Housing Programs Manager, through Anne Hurl ;t, Executive Director
SUBJECT: 2004 HRA Budget Discussion
At the July 2003 HRA mating, the Board adopted the HRA's 2004 preliminary budget and in August
they received an update including the City Manager's budget memo to the Council. The City Manager
did not recommend any changes from the HRA's preliminary adopted budget. The Council traditionally
adopts the HRA's budget as part of the overall City budget, which this year will be on December 16. The
JHRA has authority over the Hi:A General Fund and Section 8 program budgets; however the City
Council is the Grantee for the.CDBG program so they have more authority over that program budget.
The Council also has authority over the amount of the HRA property tax levy, so ultimately they control
the main revenue soL-ce for many HRA programs.
At a recent study session, the Council requested that the HRA's tax levy for 2004 be reviewed and
discussed The Council is expected to do so at the December 1 Truth in Taxation hearing. The HRA may
want to provide input prior to this discussion. If the Council decides to reduce the tax levy, the HRA
would need to amend its budget accordingly. The final HRA 2004 budget would be adopted by the Board
at it's December 18, 2003 meeting. In preparation for this, HRA staff is providing the board with this
memo to solicit additional input on the proposed 2004 HRA budget.
The 2004 HRA budget currently recommends a levy increase of $105,104. indicated in the table below
are the major changes to the 2004 budget that would require the tax levy to increase.
Line Item Amount o /ncrposeJdecrease
Reduced interest caminits S5,000
Personnel related items benefits etc. S6 940
City allocation costs 53,164
Postage & Printing 54,000
Le al fees ISLOOO
Housing loans 85,000 (510,000 for inflation & 573,000 to
supplement existing programs)
Total Sl 104
In September. Staff received notice front the Mumesota Department of Revenue that the Market Value
Credit would be reduced in 2003 R 2004 because of cbanges made by the legislature. This state aid is
part of the annual levy that is paid by the State instead of the taxpayer. The impact on the HRA in the
currertt 2003 budget is $8,285. For the upcoming 2004 budget the impact will be a reduction of $11,046.
It should be rioted that. these reductions were not taken into consideration at the time the preliminary 2004
HRA budget was prepared. If the HRA Board wishes to compensate for the lot s in. state. aid and there are
no other changes to the HRA tax levy, the new levy amount would be $116,150.
The primary change from the 2003 HRA budget was an addition of $85,000 to the Housing Loans line
item (7755). The reason for this increase was two fold. The first $10,000 was recommended by staff as
an inflationary increase. The HRA had not increased this line item for a number of years. The second
part of the increase was requested to assist with the MRA's activities primarily in the Rehabilitation
program and possible the First Time Home. Buyer program (FTHB).
An increase of $100,000 in the HRA tax levy would result in a $4.12 tax increase to be paid on an average
lame valued at $294,000.
The sole solace of funds for the Rehabilitation (Rehab) and FTHB programs has been the MRA's
Community Development Block Grant (CDBG) funds. Over the past ten years, the CDBG program has
seen very little change in the amount awarded. In fact, in the late 1990's, we actually saw a 4% decrease
in our annual award from HUD. The table below indicates the amount of Plymouth's annual award
beginning in 1995 through 2003.
YEAR AMOUNT YEAR AMOUNT
1995 323,000 2000 311000
1996 S323,000 2001 322.000
1997 322 000 2002 S321,000
1998 S309000 2003 324,000
1999 311000
There has not been a. significant change in our funding award between 1995 and 2003, yet the Consumer
Price Index (CPI, a key economic indicator used to measure inflation, has increase 27.5% over the same
period of time. What this means is that the cost for goods and services including building materials and
labor have iricreased,.while our ability to assist our clients financially has remained stagnant. The table
below indicates the average amount of assistance the HRA has provided clients in the Rehab and FTHB
programs for the years 1995/1996 and 2002/2003. As you can see, there has been a significant increase in
the loan amounts between these two periods.
POW FTBR Aymm Loom Aerommt I Rehab Amme Loan Amount
1995/1996 $12,400 IS6,000
20028003 $21,400 IS18,600
J
As indicated in the July Budget memo, staff is proposing to use the additional funds mentioned above to
provide added support for either the Rehab or FTHB program. At this point both programs have
committed the entire 2003 allocation and will not have any new funds available to assist current or
potential residents until July of 2004. While staff has looked at ways to increase funding, such as
partnering with the Center for Energy and Environment and becoming an administrator of the MHFA
Rehab program, there still remains a high need for assistance. The MINA rehab program serves
households at 30% and below, while the MMA FL. Up fund is a Icer program and often homeowners
cannot support an additional monthly payment. As for potential homebuyers, there are very few programs
that are available and often times they do not provide enough funding for homes in Plymouth due to our
higher lousing costs. Currently the average sales price of a home in Plymouth is 5294,500. Below is a
table, which provides information on what the terms of the loans under the F rM d; Rehab programs
would be for the new funds.
The iRtA could choose to make one of the following recommendations to the Council covering the
proposed 2004 tax levy and budget
1. Maintain and recommend the current proposed budget.
2. Increase the tax levy to compensate only for the increase in salaries, benefits and allocated costs.
3. Increase the tax levy to offsetonly the loss in State Aid.
4. Transfer funds 6om retained earnings to adjust for budgetary increases.
S. A combination of the above.
6. Other.
I recommend that the Plymouth Hensing and Redevelopment Authority Board of Commissioners
discuss and make any recommendations as you see necessary covering the HRA 2004 budgets and
tax levy.
a+arsn+aiaunsr menmo ewe tee:. a aom.ee
Ij
A11 -d%amount meet e
EAydng Rehab Proffm S20,000 Forsiven after 2
New Rehab Programi WOOD000 0% amortized loan
EWsdng FMD Proym S25,000 Forgiven after 3
New FTHB Program S25 000 Due on sale/3
The iRtA could choose to make one of the following recommendations to the Council covering the
proposed 2004 tax levy and budget
1. Maintain and recommend the current proposed budget.
2. Increase the tax levy to compensate only for the increase in salaries, benefits and allocated costs.
3. Increase the tax levy to offsetonly the loss in State Aid.
4. Transfer funds 6om retained earnings to adjust for budgetary increases.
S. A combination of the above.
6. Other.
I recommend that the Plymouth Hensing and Redevelopment Authority Board of Commissioners
discuss and make any recommendations as you see necessary covering the HRA 2004 budgets and
tax levy.
a+arsn+aiaunsr menmo ewe tee:. a aom.ee
Ij
AID.
DATE: November 14, 2003 for the Housing and Redevelopment Authority Meeting of November 20,
2003
TO: Plymouth Housing and Redevelopment Authority
FROM: JtrCd'BrlVm_ Housing Manager, through Anne Harlburt, Executive Director
SUBJECT: IOCP Jt PRISMHoming Week Donation
BACKGROUND:
Interfaith Outreach and Community Partners (TOCP) is a local non-profit organization that serves community
residents in various ways including self-sufficiency programs, food and clothing assistance, lousing
assistance and many others.
One of IOCP fundraising initiative was started in 1996 by local businessman Bob Fisher. Mr. Fisher has
been sleeping outsidein cold weather to highlight the issues facing many in our community. Over the past
9 -years, this fundraising campaign has generated a lot of interest along with a substantial amount of funds to
assist IOCP provide housing assistance to persons in need. However, the new always is greater than the
money available and often individuals and families must wait or be turned away.
This year the Cityof Plymouth and the Plymouth HRA are playing a more active role and the Mayor has
issued a "Housing Challenge" to our community and neighboring communities to highlight the issues around
housing. In this challenge, the Mayor and several Council members will be sleeping outside for two days on
November 21 and 22. This year also marks the first time that People Responding in Social Ministry
PRISM) is part of this fundraisiag campaign. Generally, PRISM serves Plymouth residents east of 494 and
IOCP serves Plymouth residents to the west of 494.
In an effort to support the activities of PRISM and IOCP and to help Bob Fisher meet his goal this year of
1,000,000, staff is recommending that the HRA donate 52,000 to be split between TOCP and PRISM. The
HRA currently has a balance of 540,000 (Housing Loans line item #7755) to assist with these types of
activities. These funds will be used to assist the housing programs of both agencies and present a wonderful
opportunity to leverage a lot of private donations.
I recommend that the ftmouth Housing and Redevelopment Authority Board of Commissioners
approve a donation of $2,000 to be split evenly between IOCP and PRISM to support their housing
progenWL
ATTACHMENTS
1. Housing Week information material
G ERM000MAWARRENDiMI0 ump l6eq Mm Dao, 16"dw
HOUSING WEEK 2003
November 15,22
Housing Weak is a comrnur* initiative to raise awareness about beai housing issues, to
raise money to address housing needs. and to promote community involvement and volun-
teerism. Housing Weak originally began through the efforts of local shoe -repairman Bob
Fisher, who began his annual winter sleep out in 1996 to raise the awareness of people in
his covin unity around the issues of affordable housing and homelessness. Bob donates
funds he raises to the housing work of Interfaith Outreach & Community Partners (IOCP).
In 1999 Bob worked with IOCP to expand the Housing Week effort to the entire community,
joining with local churches, the cities of Wayzata. Pynauth, Orono, Long Lake and Medina,
youth groups, CMC organizations, and schools to rise awareness about local housing Is-
sues, to raise money to address housing needs, and to promote community involvement.
In this year's Housing Weak campaign (aka Bob's Sleep -Out) TOCP and Bob have set a
stretch goal of $1,000,000 (5633.000 was raised in Housing Week 2002). While this may
seem an overwhelming goal, it reflects the dramatic increase in need for housing assistance
by families in our area. The faltering economy means more and more people out of work and with-
out the money to met their daily needs,. including shelter for their families. In 2000 IOCP was provid-
ing approximately 30 emergency housing assists each month to low-income families in our ares. In
2003 10C is averaging 120 assistslmomth and is running out of fimds budgeted for housing assistance
by the middle of each month.
IOCP will use funds raised through Housing Week to help kiw-income families and indiMu-
Ms find, secure and keep affordable housing. Please join Bob in becoming personally in-
volved in building a community in which every family has a warts place to call hone. Here
are ways you can help:
Financial conVWAan to the Housing Week campaign.
Land. houses. buildings. The availability and cost of land is a huge barrier to affordable
housing efforts. Call IOCP If you are interested in a tax-deductible donation or partial do-
nation of property.
Volunteer. Volunteers can be a part of IOCP's housing efforts through:
o Rehabilitating homes
o Working with TOCP client families in apartment complexes in Plymouth through
IOCP's CONECT project.
Education. Become an informed voice in the community. Attend community forums and meet-
ings on this issue. Call10CP for information about homing needs in the western suburbs. See
www.bobssleepout.com for more information.
Advocacy. Join IOCP's advocacy efforts. TOCP works with members of 30 west metro
congregations in the West Metro Faith Communities in Action (WMFCA), the Metropolitan
Interfaith Council on Affordable Housing (MICAH). and participates in the HousingMinne-
sots collaborative to raise awareness and encourage cross -sector participation in finding
solutions. See www.w rdsca.am for more information on upcoming efforts and events.
Please call TOCP at (952) 473-2436 or see www low for more infonmatron.
9
History of Bob's Sleep -Out
In 1996, local shoe repairman Bob Fisher decided to take on the personal
mission: of making an impact in his community. He came up with the idea of a
winter sloop -out to raise money to buy Thanksgiving dinners for 100 families
needing help. Bob set a goalof raising $7,000 and was committed to sleeping
out in his tent until he met that goal. Two weeks later, Bob was back in his own
bed. and the client families of Interfaith Outreach & Community Partners received
wonderful dinners provided through the $10,000 Bob had raised. In subsequent
discussions between Bob and TOCP. Bob became aware that the most pressing
need facing IOCP clients was housing. So Bob resolved to repeat his sleep -out
each year. but to dedicate the funds he raised to help meet the housing needs of
families in our community.
Over the years. Bob continued to talk to people about what he was doing, and
why he was doing it, garnering support at every tum. Those dropping oft shoes
at Bob's shop heard the story and spread it further. Over the seven year; of
Bob's annual steep -outs, the value of this event has evolved from raising money
to raising understanding throughout the community about the desperate need for
affordable housing. Bob has talked to hundreds of people in the community,
from local congregations to civic groups, scouts, elementary school kids, local
media and customers at his shop. He found that the more people, understood the
problem, the more they gave. Each year Bob increased his fundraising goal, and
each year he exceeded his own expectationsl More importantly, each year the
community has found new ways to rally around Bob and show their support and
compassion for the homeless.
In 1999 IOCP hosted a small kick-off event for Bob's Sleep out, inviting area
clergy and citizens to join Bob at a small bonfire and to pray for the success of
his campaign. In 2000 the kick-off became a much larger celebration of
community, with an outdoor soup supper and short program on Lake Street in
downtown Wayzata. Several groups of people joined Bob in sleeping outside on
the first night of his campaign. The opening night *community sleep -oleic' has
now grown to include more than 20 church, civic, and neighborhood groups, or
300+ individuals. In 2002 Minnesota Twins' star 3'd baseman Corey Koskie
joined the effort. sleeping out with Bob the final night of the campaign and
bringing added visibility to the issue of affordable housing.
The faltering economy means more and more people out of work and without the
money to meet their daily needs, including shelter for their families. In 2000 IOCP
was providing approximately 30 emergency housing assists each month to low-
income families in our area. In 2003 IOCP is averaging 120 assistshnonth and is
running out of funds budgeted for housing assistance by the middle of each
month. Led by the skyrocketing need for housing assistance, Bob led the
community in raising a whopping $833,000 in 2002 to most the housing n, ..seds of
TOCP clients.
Over the seven-year history of the Sleep -Out, Bob and his 1500}
supporters have raised nearly $2.000.0001 Bob has slept out a told of 138
cold winter nightall
Meanwhile IOCP continues to work toward long-term housing solutions with the
families it serves. Through its Housing Fund, IOCP works with families to
become first time homeowners, to rehabilitate and to .prevent foreclosure on
existing homes, and to create new affordable housing units in its service area.
To address the dramatic increase in need for housing assistance, Bob has set a
2003 sleep -out goal of $1 Million! To meet this incredible challenge, IOCP is
encouraging the entire community to support Bob as he kicks off his eighth
annual sleep -out on Saturday, November 15, 2003.
For more information, see
www.bobssleeoout.com.and www.iocn.oro
or call
952) 473-2436 (TOCP)
IR
0
V IlY11 i0UT'II HRA Il FOrtMATION .ME1VI0
November 20, 2003
1. Policy relating to the Data Practices Act and responsibilities of City Council and
Board/Commission members.
t-.
2. Minneapolis Public Housing Agency — Portability Administration
3. 2003 Livable Communities Survey Results
1aHR„
FM9=
71
2
Agenda Number: Z C1
OF PLYMOUM
1TY_CODNMAGN."
TO: Mayor and City Council
FROM: Laurie Ahrens, Interim City%
SUBJECT: Policy relating to the Data Practices t and responsibilities of City
Council and Board/Commission members
DATE: November 4, 2003, for City Council meeting of November 10, 2003
1. ACTION REQUESTED: Adopt the attached resolution enacting a policy relating to
the Data Practices Act and clarifying the responsibilities of City Council and
Board/Commission members relative to the retention, dissemination, and destruction
of City"
2. BACKGROUND: i vas recently advised that a forma councilmember had
distributed City data that was classified as private under the Data Practices Act. This
individual was contacted by the City Attorney and advised that this action was not
appropriate, and it should not occur again.
3. DISCUSSION: Mayor Johnson has recommended that the City Council consider
adoption of a policy that would apply to the City Council and to BoardlCommission
members. The policy would clarify how dissemination of private data should occur.
It also indicates that members should retain private data only as long as the data is
needed to fulfill their official duties. When it is no lunger needed, the data should be
shredded or returned to the City Clerk for destruction. In any event, no member
should retain private data after leaving office.
The policy requirements would be shared with new members of the City Council and
with board/commission members during orientation sessions.
4. RECOMW.NDATION: Adopt the attached resolution enacting a policy relating to
the Data Practices Act
108924
0
City of Plymouth
Resolution 2003 -
Adopting Policy on use and Retention of
Government Data by Members of the City Council
and City Boards and Commissions
BE IT RESOLVED BY the City Ccuncil of the City of Plymouth that the
following Policy is hereby adopted:
1. GENERAL.
The Minnesota Government Data Practices Act, Minnesota Statutes Chapter
13, controls how government data is collected, created, maintained, and
released. 'Government data' includes all data collected, created, received,
maintained, or disseminated by the City. In the course of their duties council
members and board and commission members may receive private,
confidential, nonpublic and protected nonpublic data. For convenience, all
such data in thispolicy will be referred to as 'private data.' Council
members and board/commission members may only maintain -and
disseminate private data in accordance with this policy and the Minnesota
Government Data Practices Act.
II. DISSEMINATION POLICY.
City council members and board/commission members may generally
disseminate private data only to other city council members and
board/commission members, respectively, to the city attorney, and to staff
members who have the need for such information in conjunction with their
official duties. Any question about what is 'private data' or its
dissemination should be directed to the Responsible Authority designated by
the City Council or to the City Attorney.
Ill. RETENTION POLICY.
City council and board/commission members should only retain private data
whenneeded to fulfill their official duties. When it is no longer needed, the
data should be returned to the city clerk or, if there is a copy that is part of
the city records, shredded. Upon leaving office, city council and
board/commission members must shred or return all private data to the city
clerk.
Adopted by the Plymouth City Council on November 10, 2003.
108924
02•
November 7.2003
Diane Cmid. Oiractor of Pubic Housing
U.S. Department of Housing and Urban Devek:;%rent
Minnesota Stats Office
920 Second Avenue South, Suits 1300
Minneapoft MN 55402
RE: Minneapolis Public Housing Agency — PortabillIty AdminIstratlah
Dear Ms. Cmiek
The !rousing agencies listed below would like to bring to your attention some concerns experienced in
trying to work with the Minneapolis Public Housing Agency (MPHR). We appreciate any assistance you
can offer in On issues described below
Background
A group of Twin Cities metropoibtn area and gmater Minnesota housing agencies have been meeting
periodically to discuss Section 8 Housing Choice Voucher portability issues. Ai agencies who are
Interested are invited to join all meetings. MPHR staff attended the fust of three such meetings, but did
not amend the second and third.
In September 2009, during our third meeting, the topic of discussion fumed toward di8loulies marry
housing agencies are experiencing In working with MPHR. The topic of MPHA arose naturally from the
agenda items as we ad nowledged that a majority of the concerns agencies nominate as agenda items
are mainly problems they are expenench g -when porting to and from Minneapolis and such problems are
not as frequently experienced with ather housing agencies. Moreover. the agencies present expressed a
concern that some of the issues discussed are regulatory issues that st.! ild be monitored and followed
up an by tthe Department of Housing 3 Urban Development (HUD). The HUD stall presets at this.
ff*oft(MWPM=MatpmvkmmeedW).suggp,lmd the housing agencies should write a tetter to you
and copy it to Cheryl Baiter, Public Housing Revitalization Specialist.
Issues
The' agencies present agreed writing a Idler to HUD would be an appropriate step and would like to
stress that the main purpose of this latter is to offer to work with MPHA in any appropriate capacity to
me" the issuer listed below.
1. MPHA does not send all of the HUD-raquired paperwork when their program participants port -out
2. MPHA does not follow the Metro Area Agreement when porting within the Twin Cities metropolitan
area. We understand this is not required, but if MPHA would work on improving in this area, this
would help quite a bit. Also, included in the Metro Area Agreement is HUD -required paperwork.
3. one housing agency deaaibed some problems when the participant is FSS. MPHA fails to send:
a. Notification that the poft4n is an FSS participant,
b. Copies of the contract. and
c. The check for the escrim balance.
4. The agencies present Bated multiple Ming issues they have experienced:
a. MPHA Is not meeting the six month billing deadline and other HUD -required deadlines. One
agency described a situation where MPHA billed a full year tete.
b. MPHA doss not bill other agencies the correct amount.
c. MPHA has repeatedly failed to pay bills in a timet' manner.
d. When MPHA does pay. the amount is often incorrea One extreme example was described
involving a situation in which MPHA twice sent a targe amount of money to•another agency
when they did not even owe the money to that agency.
IL Sometimes when a pro -rated amount is received from MPHA and it is incorrect (is diffe ed
from what was billeed), it appears that MPHA has conducted its own recalculation of the pro-
ration. Agencies are asking that MPHA pay what is billed.
f. MPHA billings for IRC's are sent late. Oneagency steeed that receiving IRC, Wings four
months lets is not unusual
5 One agency stated they believe MPHA is providing rent portion amounts in writing to the
applicantlparticipent before they have even ported out (Le. for emergency assistance to provide a
security deposit).
6. MPHA is un esponsive to repeated eaft e•mak and letters from other agencies trying Oo follow up
on Meir respective porta
7. Agencies are spending time providing technical assistance to new MPHA staff members on a random
basis. Agencies are concerned that MPHA supervisors are not aware of this and would like to offer a
more toms! version of technical assistanos with the involvement of the supervisors.
8.. The. concerns listed above negatively affect applicants and participants. A few examples that were
mentioned were:
a. Applieantlparticlpant.diffieulty in reaching a MPHA staff member with important questions.
b. Unreasonable delays in processing an applicandpartieipent's paperwork.
m Unreasonable delays in participant's receiving a move briefing.
d. Issuance of the wrong Voucher sig (Le. a two-bedroom for a one person household).
e. MPHA staff members providing incomplete information for port issues which are their
responsibility to notify the applicantlparticipariL
Goals
We would like to establish better tines of communications with the supervisors and staff of MPHA as well
as offer our technical assistance. We are willing to most immediately and on an ongoing basis, if desired,
either with or without HUD's assistance. We are also interested in any guidance HUD can offer.
Sincerely,
Mark Ulcers George Howell
Executive Director Executive Director
Dakota County Community Development Agency Mankato & Blue Earth County Economic
Development Agencies
Beth Reetz Anne W. Hurlburt
HRA Manager Executive Director
Metropolitan Count Housing & Redeva+..-cent Plymouth Housing IL Redevelopment Authority
Authority
lain Clausen Jon Gutzmann
Housing Coordinator Executive Director
Rice County Housing & Redevelopment Authority SL Paul Public Housing Agency
Rani Heyda Keith Luebke
Housing Specialist - Portability Executive Director
Scott County Housing & Redevelopment Authority South Central Housing & Redevelopment Authority
Tricia Misgen
Section 8 Administrator
Washington County Housing & Redevelopment
Authority
CC: Cheryl Seltzer, Public Housing Revitalization Specialist j
DATE: October 24, 2003 fo= Housing and Redevelopment Authority Meeting of
November 20, 2003
TO: Plymouth Housing and Redevelopment Authority
FROM: Tnc y Jones, HRA Specialist through JiiRBans, Housing Program Manager and
Anneburt, Executive Director
SUBJECT: 2003 livable Communities Survey Results
BACKGROUND
To comply with the Livable Communities Act of 1995, the Metropolitan Council conducts an
annual housing survey.. Every community within the Metropolitan Council's jurisdiction is
requested to complete.this survey and the results are used to rank the annual housing
performance of each community. The Metropolitan Council uses there scores in the evaluation
and ranking of any discretionary funding request or application.
DISCUSSION
The 2003 LivAile Communities Survey was recently completed and the City of Plymouth
received a housing performance score of 84 out of 100 possible points. Based on this housing
performance score, Plymouth was ranked 90 (tied with Maple Grove and Lakeville) out of 184
communities included in the survey. Last year the City of Plymouth received a housing
performance score of 63 out of 100 possible points and was ranked 32nd out of 184 communities
included in the survey.
I recommend that the Plymouth Housing and Redevelopment Authority Board of
Commissioners review the 2003 Livable Communities Survey Results.
ATTACHMENTS
1. Livable Communities Survey Results
2. Livable Communities Survey Ranking Criteria
WomrYmdisbllCam welly DL%91*n rntwousDM*M STAFFaEP%HRA ao7MM Liable CW=unift SwM 1 1•2M34ae
Vj
S.
10/23/2003 00:03 FAX 8818021442 Mr. COUNCIL
FYnal Housing Performance Scores — 2003
Canad
t
I Pines
i St Paan
valet
Brighton
Alyn center
Inver Grove Heights 61
Golden Valley 59StPaul99
St Agony
Minneapolis 96
54
Chaska 93
Prior Lake
Coon Rapids 92
47
Burnsville 91
Arden Wills
South St Paul 89
46
Anoka 87
Vadasis Heights
New Hope 87
44
Plymouth 84
Lauderdale
Maple Grove 84
41
Lakeville 84
Oak Park Heights
Hastings 83
36
Minnetonka 83
Jordan
Bloomington 83
34
Hopkins 82
Maya
Roseville 81
33
Columbia Heights 81
Norwood Young America
White Bear Labe 80
31
Brooklyn Park 79
Lona Lake
Apple Valley, 79
Rift 76
Hollywood Twp. 11
St Louis Park 76
Eden Prairie 76
Vermillion 10
Oakdale 75
Rkbfieid 75
Miesville 9
Woodbury 73
West SL Paul 73
Douglas Twp. S
Waoonia 73
Cottage Grove 72
Shorewood 8
Shoreview 71
Canad
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I Pines
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valet
Brighton
Alyn center
Inver Grove Heights 61
Golden Valley 59
Farmington 57
St Agony 55
Woods View 54
Chanhassen 53
Prior Lake 48
Rosemount 47
Rogers 47
Arden Wills 47
Eagan 46
Ramsey 45
Vadasis Heights 45
Weba town 44
BealePlaine 43
Lauderdale 42
mdota Heights 41
abtomedi 40
Oak Park Heights 37
SL Francis 36
01000, 35
Jordan 35
White Beat Tarp. 34
Hamburg 3
Maya 34
Falcon Heights 33
Newport 32
Norwood Young America 32
Fant Lake 31
Waterford Twp. 1130
Lona Lake 29
Spring Lake Park
Randolph
St Paul Park
Bethel
Marine on St Croix
Empire Twp.
OVER-
002
Hampton 23
Loretto 22
Maple.Plain 22
New Germany 22
Hilltop 21
Belle Plaine Twp. 20
Wayzata l8
Centerville 17
Oak Grove 17
Ham Lake 16
Coates 16
Spring Park 1
East Bethel 16
Carver 16
Lilydale 15
Helena Twp. 15
Jackson Twp. 14
Linwood Twp. 13
San Francisco Tarp. 13
Mendota 13
Lake St Croix Beach 13
New Seandia Twp. 1
Hancock Trop. 12
Now Trier 12
Dayton 12
Independence 12
Elko 12
Birchwood village 1
Gem Lake 11
Waterford Twp. 11
Woodland 11
L,ouisvme Tarp. 11
Lake:Elmo 11
Hollywood Twp. 11
Columbus Twp. 1
Sciota Tarp. 10
Vermillion 10
Castle Rock -Twp. 10
Medina 9
Miesville 9
Blakeley Twp. 9
Lakeland 9
Douglas Twp. S
VermillioaTWp. '
Corcoran a
Shorewood 8
New Market 8
10/03/2002 06:06 FAX 6616021442
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Final Housing Performance Score — 2003
Name of. City / Towwft P` 1 o w l
Criteria —100 poinb poulbb:
1. -3
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Aflfordabillty and Diversification
0 to 8 points 1. Municipalities are ranked according to the percent of their owner- occupied
housing (homesteads) with an assessed valuation equal to or lower than an
amount affordable to households at 80 percent of area median income, and
their total number of mobile homes.
0 to 8 points '2. Municipalities are ranked according to the percent of their total lousing
stock that is comprised of rental units affordable to households of low- and
moderate -income (50 percent of area median income or less). This
includes all federally subsidized rental units — public housing, Section 8
housing, units subsidized by the U.S. Department of Agriculture, units
developed with the use of low-income housing tax credits, units developed
with nix assistance of MHFA, the LCA Fund or the assistance of a local
fiscal tool or housing finance initiative.
0 to 8 points 3. Municipalities are ranked according to the percent of their housing stock
that is comprised of units that are not single family detached units
developed in the typical detached housing site plan approach. These units
may include twinhomes, quads, apartment&, townhomes, condominiums,
detached townhomes, mobile homes, and units developed with a zero -lot
line.
0 to 10 points 4. Municipalities are ranked according to the percent of net units added to
their housing stock that are affordable — both ownership and rental since
the Council began monitoring in 1996. These'4new" units may include
units that have been "preserved" as affordable for a definitive period of
time because of public or private re -investment to retain their affordability..
Net units" means that affordable habitable units, not including units on
land with a property tax classification of 4C, removed as the result of a city
initiative will be subtracted from the total new affordable units.)
0 to 3 points 5. Housing for special needs
Municipalities are awarded up to three points for the following types of
special housing within their jurisdiction:
a Housing for which federal, state, county or local funds or those of a
non-profit organization have been used to purchase and operate residential
units or provide licersed housing that is not for the purposes of
incarceration. but as a transitional placement of adult offenders or
adjudicated delinquents
a A publicly subsidized or non-profit group home licensed by the
Department of Health or Department of Human Services which provides
temporary or permanent housing for the physically handicapped, mentally
ill, developmentally disabled or chemically dependent
A shelter which is publicly subsidized and/or operated by a non-profit
group to provide temporary housing for homeless persons and families,
battered women or those not otherwise able to secure private housing
Housing for individuals and families who are homeless, but with a
transitional stay of six to 24 months, and the assistance of advocates, can
work towards housing stability and self-sufficiency to obtain permanent
housing.
Each him= of such housing is worth 1 point.
Local Initiatives to Facilitate Affordable Workforce Housing Development or Preservation
0 to 15 points 6. Fiscal Tools and Initiatives
The municipality has in place adopted local policy in its comprehensive
plan or local housing plan that allows and encourages the use of a local
fiscal tool,or initiative and has used such a local fiscal tool to assist
affordable workforce or life -cycle housing development or preservation.
Examples of such fiscal tools include but are not limited to the following:
Tax increment financing
Housing revenue bonds
General obligation bonds.
A local property tax levy
Local tax abatement
Local fee waivers or reductions
Credit enhancements
Taxable revenue bonds
Land write-down or sale
Collaboration and participation with a community land trust or other
non-profit organization to preserve long-term affordability
The use of federal or state dollars is only applicable if such dollars may be
used for activities other than the development or preservation of affordable
and life -cycle housing but the municipality has chosen by policy to use
them for affordable housing development or preservation. (i.e., CDBG
dollars used for housing development or preservation)
Each local fiscal tool or initiative is worth 3 points.
0 to 15 points 7. Initiatives regarding local regulation and development requirements
The municipality has in the previous two calendar years allowed the
reduction, adjustment or elimination of a local official control, or
development or local code requirement as a cost avoidance or reduction
measure in order to facilitate the development or preservation of affordable
workforce or life -cycle housing, OR has in place in its policies and official
controls a commitment to make such reductions, adjustments or
eliminations of requirements when they are requested by a developer in
order to facilitate the development or preservation of affordable or life-
cycle housing, or since 1996, has taker the initiative to revise its land use
regulation and official controls to such a.degteethat these revisions can be
shown to be permitting greater de wty and more frequent opportunity for
reduced development costs than existed before 1996.
Examples of these initiatives in the use of official controls include but are
not limited to the following:
The use of a density bonus system, inclusionary housing requirements
or some other innovative zoning approach
The use of variances, rezoning, special use or conditional permits or
similar variations from the standards set forth in the community's zoning
ordinance for the purpose of facilitating a specific affordable housing
development.
A local initiative undertaken to revise local design requirements for
public improvement that may reduce the cost of public services to
residential properties.
Modifications in public services standards or requirements that might
include streets, curbs, gutter, sewer and water hookups, street lighting and
other required public improvements in order to reduce development costs
to increase affordability in a new residential development.
A reduction of such standards as the required street right-of-way, or
surfacing width or depth design for residential street, or the size of sewer or
water service lines to new housing.
Each local initiative is worth 3 points. No more than 6 points may be
applicable to any one affordable or life -cycle housing development or
Preservation activity aided by these local regulative measures.
0 to 15 points 8. Initiatives regarding housing preservation and rehabilitation
The municipality has in place and has in the previous two calendar years
used and promoted locally -initiated .or administered (city or county)
housing preservation, home improvement and/or rehabilitation programs,
or other tools available to its residents to keep their housing stock in sound
condition.
Examples of these initiatives include but are not limited to the following:
A housing maintenance code and enforcement program for rental
housing
A housing maintenance code and enforcement program for owner -
occupied housing
A housing rehabilitation loon or grant program for rental housing
A housing rehabilitation loan or grant program for owner -occupied
housing
A home improvement loan or grant program
40 • A home improvement resource center
A local tool -sharing center or program
Each local initiative is worth 3 points
r
9. Density of residential development
The average net density of new (or re -use) sewered housing for which a
building permit was issued in the municipality in the two previous calendar
years multiplied by the total number of such units in those two years are
compared among all communities. Sewered communities are ranked
highest to lowest, tmsewered communities are ranked lowest to highest.
Points will only be given to sewered communities with an overall density
of three units per acre or greater and only to unsewered communities for
which the 1999 local comprehensive plan update has been put into effect.
Ij
n.
Sewered Communities
1 to 6 points a. The average net density for attached housing units, i.e., units per acre
multiplied by the number of such units permitted in the last two calendar
years.
1 to 6 points b. The average net density for detached housing units (including detached
townhomes and manufactured homes), i.e., units per acre multiplied by the
number of such units permitted in the last two calendar years.
Unsewered Communities
1 to 12 points The average net density of residential development multiplied by the
number of all units permitted in the last two calendar years
0 or 6 points 10. In the previous two calendar years, the municipality has acquired land to
be held specifically for the development of affordable or senior housing
exclusively 55+), or has approved (permits may be drawn at any time) the
development or local financial participation in a proposed development of
new affordable or senior (exclusively 55+) housing, or the involvement of
the municipality in the preservation and reinvestment in such housing —
ownership or rental — which has n.t as yet been undertaken for reasons
beyond.the municipality's control.
Points will be awarded according to the number of units involved in the
proposal as follows:
2 points — less than 20 units or land acquisition for future housing
4 points — 20 to 39 units
6 points - 40 or more units
Ij
n.